Fin. Administrator route to Junior Paraplanner

Position: Fin. Administrator route to Junior Paraplanner  - £30K - £35K depending on experience
Hours:

Full-time, approximately 30 hours per week Working pattern:
Primarily office-based initially Sector:
Wealth Management / Financial Planning The Opportunity An established and growing Chartered Financial Planning firm in Milton Keynes is looking to recruit an experienced IFA Administrator / Financial Planning Administrator to join its expanding team. This is a newly created position due to continued business growth and will provide day-to-day administrative and operational support to a team of Financial Advisers.

The successful candidate will join a collaborative team environment, working closely with advisers and the existing administration team to ensure clients receive a high-quality and efficient service.

Key Responsibilities Providing day-to-day administrative support to Financial Advisers Processing new business applications Supporting advisers with ongoing client administration Liaising with clients and providing a professional point of contact Preparing and maintaining accurate client documentation Managing general administration and business support Working closely with advisers and the wider administration team Managing a busy workload and prioritising tasks effectively Ensuring a high level of accuracy and attention to detail About You The ideal candidate will have previous experience within IFA, Wealth Management or Financial Planning and a good understanding of financial services administration.

You will be:

Highly organised with excellent attention to detail Confident communicating with clients and advisers Comfortable managing a busy and varied workload Professional, personable and client-focused A strong team player Proactive and able to work independently Keen to develop your career within financial planning Career Development This is an excellent opportunity for an experienced IFA Administrator who is looking to take the next step in their career.

The firm is committed to supporting professional development, including relevant CII/Diploma qualifications , and there is potential for the role to develop into a hybrid Administrator/Paraplanner position over time. Career progression will be tailored around the successful candidate's experience, qualifications and aspirations. The Firm You will be joining an established and growing St. James's Place Chartered Partner Practice with a team of six Financial Advisers and two existing Administrators.

The firm offers a collaborative, professional and supportive working environment where there is genuine scope to develop your financial planning career.

Please note:

The role will be primarily office-based initially, as face-to-face working with the team is important. There is limited parking available, so candidates should consider their commute and parking arrangements when applying. If you have IFA administration experience and are looking for a role with genuine long-term progression, we would be keen to hear from you.