Technical Admin

Hybrid IFA Administrator / Paraplanner
Coventry Area | Full-Time | Office-Based | 9:00am – 5:30pm

A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff.
This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment.

The Role
 
You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work.
With 6 administrators supporting advisers across the business, you’ll be joining a collaborative and structured team environment.

Key Responsibilities
 
New business processing and submissions
Liaising with providers and platforms
Preparing client documentation and review packs
Research and technical analysis
Assisting with suitability report preparation
Supporting advisers with ongoing case work
Managing client records and compliance documentation  What’s on Offer  
Fully office-based (9:00am – 5:30pm)
Regular bonus structure
Strong salary increases after Year 1 and Year 2
Fully funded professional exams
Clear long-term development opportunities
A business that actively promotes support staff into Adviser roles  If you’re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future, this could be a strong next step.

Please get in touch for a confidential discussion