Job Type: Full-time, Permanent
The Opportunity
Are you looking to work for a boutique business that has no appetite to sell to a consolidator? Has your current firm been acquired and the culture and your future career prospects changed? Are you looking for a route to becoming a highly technical Paraplanner? If the answer is yes to any of these questions, then read on….


A well-established and organically growing Independent Financial Adviser (IFA) firm with offices near Hitchin is seeking an experienced Financial Administrator with strong pension transfer experience to join their team.
This is an excellent opportunity for someone looking to take the next step in their career and move into a Paraplanner position. You will receive support, training, and exposure to technical work while building on your existing pensions and administration knowledge.
The Role
Working closely with Financial Planners and the wider support team, you will play a key role in delivering high-quality client service and supporting pension and investment advice processes. Over time, you will transition into more technical paraplanning responsibilities.
Key Responsibilities
*Manage pension transfer and pension administration cases from start to finish
*Liaise with providers, clients, and advisers to obtain information and progress cases
*Prepare documentation for new business, reviews, and recommendations
*Assist with report preparation, including suitability reports and client recommendations
*Support advisers with client meeting preparation and follow-up actions
*Complete relevant trades, post rebalancing of client portfolios
*Responsible for execution of new business investment instructions
*Working closely with the Investment Manager
*Prepare information for the monthly investment meeting
*Maintain accurate client records using back-office systems
*Ensure all work is completed in line with FCA and internal compliance standards
*Assist with research and analysis relating to pensions and investments
*Provide general administrative support to the advisory team
Skills & Experience Required
*Previous experience in a Financial Administrator / IFA Administrator role
*Strong experience dealing with pension transfers and pensions administration
*Experience working within an IFA, wealth management, or financial planning firm
*Strong organisational skills and excellent attention to detail
*Good written and verbal communication skills
*Ability to manage multiple cases and deadlines effectively
*Keen interest in progressing into a Paraplanner role
*Experience using systems such as Intelligent Office / Intelliflo and Genovo would be advantageous
*Knowledge of research tools such as Morningstar or FactSet would be beneficial
What’s on Offer
*Salary up to £40,000 depending on experience
*Clear pathway into a Paraplanner role
*Attending client meetings and taking an active part in the research, post these meetings
*Support with exams and professional development
*Pension scheme and holiday entitlement
*Friendly, professional, and supportive team environment
*Long-term career progression within a respected IFA firm
Why Apply?
If you have strong pensions administration experience and want to step into a Paraplanning role with a supportive employer that will invest in your future, this is an excellent opportunity to advance your career. Contact Sam at Financial Divisions.