Junior Paraplanner - Wealth Management - Hybrid

Location: Warwickshire

An excellent opportunity has arisen for an experienced IFA Administrator to join a professional and friendly financial services firm. The Company Our client is a well-established Independent Financial Advisory firm dedicated to helping individuals, families, and businesses secure their financial future. They pride themselves on delivering clear, jargon-free advice tailored to each client’s needs, ensuring long-term financial security and peace of mind.

The Role This is a full-time, position supporting Financial Advisors with a wide range of administrative duties. You will play a key role in ensuring the smooth running of client services and maintaining high compliance standards.

Key responsibilities include:

Providing full administrative support to Financial Advisors Processing new business applications (pensions, investments, protection) Liaising with providers, platforms, and clients to obtain information and updates Managing client records and maintaining accurate data on internal systems/CRM Handling client queries in a professional and timely manner Scheduling appointments and managing advisor diaries Assisting with compliance requirements and ensuring FCA standards are met Supporting the end-to-end client journey from onboarding through to review About You Previous experience within an IFA or financial services administration role is essential Strong understanding of financial products such as pensions, investments, and protection Excellent organisational skills with the ability to manage multiple tasks High attention to detail and accuracy Confident communicator with strong interpersonal skills Experience using CRM systems and back-office platforms Ability to work independently as well as part of a team Relevant financial services qualifications (or working towards) would be advantageous Additional Information Monday to Friday with flexible working hours Part-time applicants will also be considered Ongoing training and support with professional development available Friendly, collaborative office environment with opportunities for career progression