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 £42,000
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.
#J-18808-Ljbffr
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 £42,000
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.
#J-18808-Ljbffr
