Excellent Benefits & Annual Bonus
A modern, independent financial planning firm based in Hertford is looking to appoint a Senior Financial Administrator to join their growing team.
This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment.
Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple - putting clients first and making financial planning more approachable, transparent, and effective.
The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued.
The Role
You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth.
This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning.
Key Responsibilities
- Supporting Financial Advisers with day-to-day administration
- Processing new business across pensions, investments, and protection
- Preparing client review packs and documentation
- Liaising with providers and clients
- Maintaining accurate CRM and back-office records
- Assisting with technical research and suitability report preparation
- Supporting compliance and regulatory processes
- Delivering outstanding client service throughout the advice process
About You
- Diploma qualified (Level 4) or working towards completion
- Experience within an IFA or wealth management environment
- Strong understanding of pensions and investments
- Excellent organisational and communication skills
- High attention to detail and accuracy
- Ambitious and keen to progress into paraplanning
What's on Offer
- Salary up to GBP42,000
- Clear route into a Junior Paraplanner role
- Ongoing professional development and exam support
- Supportive and approachable leadership team
- Modern and collaborative working environment
- Opportunity to join an ambitious and growing business
- Long-term career progression
If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.
