At a Glance
- Tasks: Support experienced Financial Advisers with administration and paraplanning tasks.
- Company: Established IFA practice in Newbury with a supportive team culture.
- Benefits: Salary up to £35,000, funded exams, and study support for career progression.
- Other info: Hybrid work potential for strong candidates; excellent growth opportunities.
- Why this job: Gain hands-on experience while developing your technical skills in finance.
- Qualifications: 3+ years in IFA administration; some paraplanning exposure preferred.
The predicted salary is between 30000 - 35000 € per year.
A well-established IFA practice with an office in Newbury, Berkshire is looking to appoint an experienced IFA Administrator / Junior Paraplanner to support two highly experienced Financial Advisers following a retirement. This is a hands-on hybrid role combining senior IFA administration with junior paraplanning exposure, ideal for someone who already has solid experience and is looking to continue developing technically.
The Role
- Provide end-to-end support to two Advisers (both long-established and highly experienced), helping to deliver a high-quality, client-focused advice service.
Key Responsibilities
- Providing full administrative support to two Financial Advisers
- Managing LOAs, valuations and fund switches
- Processing new business, reviews and ongoing servicing
- Supporting suitability report preparation and recommendations
- Assisting with paraplanning duties and technical research
- Maintaining accurate client records and workflow management
- Liaising with providers, platforms and third parties
- Ensuring compliance with FCA and internal procedures
What They’re Looking For
- Minimum 3 years’ experience in an IFA Administrator or Client Support role (more preferred)
- Some exposure to paraplanning or report writing (must be genuine; not just in title)
- Strong organisational skills and attention to detail
- Comfortable supporting senior advisers and managing responsibility
- Part-qualified candidates welcome – Level 4 fully supported
- Ambition to develop technically, but not someone looking to move into an advising role
Systems & Qualifications
- Intelligent Office (IO) experience highly desirable (not a deal-breaker)
- Part-qualified is ideal but not essential
- Full support provided for Level 4 Diploma exams
Working Pattern
- Preferably fully office-based
- Hybrid working may be considered for a strong, experienced candidate
- Candidates must ideally be within 45 minutes’ commute
Salary & Benefits
- Salary up to £35,000, depending on experience
- Funded exams and study support for Level 4 progression
- Long-term, stable opportunity with experienced advisers
Interview Process
- Stage 1: Initial Teams conversation
- Stage 2: Face-to-face interview with HR, Director, and one other team member
- Discussion-based interview – no technical tests or role-play
If you’re an experienced IFA Administrator ready to broaden your technical exposure and take on elements of paraplanning within a supportive, professional firm, we’d love to hear from you. Apply now for confidential consideration.
IFA Administrator / Junior Paraplanner in Newbury employer: Eden Rose
Join a well-established IFA practice in Newbury, Berkshire, where you will be supported by experienced Financial Advisers in a collaborative and client-focused environment. With a commitment to employee growth, the company offers funded exams and study support for Level 4 progression, ensuring that you can develop your technical skills while enjoying a stable and rewarding career. The work culture promotes teamwork and professional development, making it an excellent place for those looking to advance in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator / Junior Paraplanner in Newbury
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, attend local events, and don’t be shy about letting people know you’re on the hunt for an IFA Administrator role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and the role thoroughly. Think about how your experience aligns with what they’re looking for, especially your admin skills and any paraplanning exposure. Practise common interview questions so you can showcase your strengths confidently.
✨Tip Number 3
Follow up after your interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great opportunity to reiterate why you’re a perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can sometimes give you an edge. Plus, we’re always here to support you in your journey!
We think you need these skills to ace IFA Administrator / Junior Paraplanner in Newbury
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator / Junior Paraplanner role. Highlight your relevant experience, especially any exposure to paraplanning or report writing. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Organisational Skills:Since this role requires strong organisational skills, make sure to mention any relevant experiences where you've successfully managed multiple tasks or projects. We appreciate candidates who can keep things running smoothly!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of being noticed. It’s super easy, and we’ll get your application in front of the right people quickly. Don’t miss out on this opportunity!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your knowledge of IFA administration and paraplanning. Familiarise yourself with the key responsibilities listed in the job description, like managing LOAs and preparing suitability reports. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your organisational skills and attention to detail. Think about times when you successfully supported senior advisers or managed client records. This will help you demonstrate your capability and fit for the position.
✨Ask Smart Questions
During the interview, don’t hesitate to ask insightful questions about the firm’s approach to client service or how they support their staff in achieving Level 4 qualifications. This shows your genuine interest in the role and helps you gauge if the company aligns with your career goals.
✨Be Yourself
While it's important to be professional, let your personality shine through. The interview is as much about them getting to know you as it is about you understanding the role. A good cultural fit can make all the difference, so relax and be authentic!
