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.
The 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.
Key Responsibilities
- 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
About You
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.
What's on Offer?
- 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
Location
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.
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Junior Paraplanner / Office Manager in Luton employer: Eden Rose
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