Junior Paraplanner​/Office Manager

Luton, Bedfordshire
Hybrid Working (2-3 Days Office Based)
Up to £45,000+ DOE

An exciting opportunity has arisen to join a growing and ambitious independent wealth management practice in Luton. This is a varied hybrid role combining office management, client administration and paraplanning support, making it ideal for someone who enjoys a broad position with genuine career development opportunities.

Whether you’re an experienced IFA Administrator looking to transition into paraplanning, a Junior Paraplanner seeking greater responsibility, or an established professional who enjoys a mixed operational and technical role, this could be an excellent long-term opportunity.

You’ll play a key role in supporting a team of Financial Advisers while helping to maintain the smooth day-to-day running of the business. As the firm continues to grow, you’ll have the opportunity to influence processes, develop your technical knowledge and progress your career in a direction that suits your ambitions.

The business is committed to investing in its people and is happy to fund relevant industry qualifications and professional development.

• General office management and administration
• Supporting Financial Advisers with appointments and client servicing
• Managing client records and maintaining back-office systems
• Loading and updating client information within Intelligent Office
• Preparing documentation and supporting the advice process
• Assisting with paraplanning and technical research where appropriate
• Helping to improve operational efficiency as the business grows
• Acting as a key support function across the wider team

We’re keen to speak with individuals who have experience within the financial planning, wealth management or IFA sector and who enjoy a varied role.

You may have:

• Experience in IFA Administration, Client Services or Paraplanning
• Knowledge of Intelligent Office (IO) or similar back-office systems
• Strong organisational and communication skills
• The ability to manage multiple priorities and switch between tasks
• A willingness to learn and develop your technical knowledge
• Previous paraplanning experience (desirable but not essential)

Diploma-qualified candidates are welcomed, although qualifications are not essential for the right individual.

• Salary up to £45,000
  , with flexibility for exceptional candidates
• Hybrid working (2-3 office days per week)
• 25 days annual leave
• 5% employer pension contribution
• Life cover
• Funded professional qualifications and ongoing training
• Clear progression opportunities into Paraplanning or Financial Advice
• Opportunity to join a growing business at an exciting stage of expansion

Luton (Capability Green area)

Hybrid working is available, with attendance in the office required 2-3 days per week.

If you’re looking for a role that offers variety, career progression and the opportunity to grow alongside an expanding financial planning business, we’d love to hear from you.