IFA Administrator – Career Path to Paraplanner
Croydon
£30,000 – £35,000 (depending on experience)
Are you an experienced administrator within financial services ready to take the next step in your career? This is a fantastic opportunity to join a highly respected wealth planning environment where your progression into a Paraplanner role is actively supported, structured, and achievable.
This role is ideal for someone currently working within a wealth management firm, financial advisory practice, or a product provider (pensions, investments, protection) who is looking to deepen their technical knowledge and build a long-term career in financial planning.
You’ll be joining a collaborative, professional team supporting IFAs and Paraplanners, gaining hands-on exposure to the full client journey while developing the skills needed to progress your career.
The Opportunity
This is not just another admin role. You’ll play a key part in the advice process, working closely with advisers and technical staff, while building the foundations to step into a paraplanning position in the future. Full support and development will be provided for the right individual who shows ambition and commitment.
Key Responsibilities
• Supporting Financial Advisers and Paraplanners with day-to-day administration
• Liaising with product providers to obtain client information, valuations and documentation
• Preparing and processing new business applications accurately and efficiently
• Maintaining and updating client records using Intelligent Office CRM
• Assisting in the preparation of client financial planning reviews
• Managing correspondence including emails, calls and post in a professional and timely manner
• Ensuring all compliance, AML and FCA regulatory requirements are met
• Coordinating meetings and supporting with report preparation and documentation
• Providing high-quality administrative support across the client lifecycle
What We’re Looking For
• Previous experience within a financial advisory firm or financial services provider
• Good understanding of pensions, investments and protection products
• Strong organisational skills with excellent attention to detail
• Confident communicator with both clients and providers
• Comfortable using Microsoft Office (Word, Excel, Outlook)
• Experience with Intelligent Office is advantageous but not essential
• A proactive, team-focused attitude with a willingness to learn and develop
• Someone who thrives in a professional, fast-paced environment
Why Apply?
• Clear and supported career path into paraplanning
• Exposure to a wide range of financial planning services and client work
• Friendly, collaborative and professional team environment
• A business that genuinely invests in your development
If you’re looking for more than just a job and want a genuine career within financial planning, this role offers the perfect next step.
To apply, please send your CV to Ryan at Financial Divisions.