Bourne End
IFA Administrator / Paraplanner
Location: Buckinghamshire
Salary: Up to £38,000
Are you an organised and detail-oriented individual with experience in financial planning support? We’re working with a highly regarded wealth management firm in Buckinghamshire that is seeking an IFA Administrator / Paraplanner to join their close-knit team.
This is a fantastic opportunity for someone who enjoys supporting the financial advice process from start to finish and wants to grow their career in a collaborative and professional environment.
Key Responsibilities:
- Accurately collating and maintaining client information
- Processing investment platform administration with efficiency and care
- Conducting thorough research to support financial advice
- Producing client illustrations and documentation
- Assisting in managing the advice process through to completion
What We’re Looking For:
- Prior work history within a Financial Planning firm
- Excellent communication skills with both clients and internal team
- A keen eye for accuracy and strong attention to detail
- Self-motivation and a proactive attitude toward learning and development
- A collaborative mindset and the ability to work well within a small, dedicated team
Whether you’re an experienced administrator looking to step into paraplanning, or already working in a paraplanner role and want to refine your skills further, this could be the right next step.
Apply now to find out more or get in touch for a confidential conversation.