At a Glance
- Tasks: Support experienced Advisers and Paraplanners with technical and administrative tasks in financial planning.
- Company: A respected wealth management firm in Birmingham focused on staff development.
- Benefits: Competitive salary, generous holiday, private healthcare, and hybrid working options.
- Other info: Join a collaborative environment that encourages progression into Paraplanning and Advisory roles.
- Why this job: Kickstart your career in wealth management with real growth opportunities and a supportive team.
- Qualifications: Level 4 Diploma qualified with experience in IFA Administration or Financial Planning support.
The predicted salary is between 34000 - 38000 £ per year.
A highly regarded and growing wealth management firm in Birmingham is looking to recruit a Technical IFA Administrator / Junior Paraplanner to join its expanding team. This opportunity is ideally suited to a Level 4 qualified individual with experience within financial planning administration who is looking to take the next step towards a more technical position within a supportive and progressive environment. The business has an excellent reputation within the market and places a strong emphasis on staff development, internal progression and long‑term career growth. They have a collaborative culture and a strong track record of supporting employees moving into Paraplanning and Advisory roles.
The Role
Working closely with experienced Advisers and Paraplanners, you will provide technical and administrative support across pensions, investments and protection business while gradually taking on more paraplanning responsibilities over time. Responsibilities will include:
- Processing and managing new business
- Preparing suitability report information and client review packs
- Conducting provider and product research
- Liaising with clients, providers and advisers
- Managing workflows and case progression
- Supporting the preparation of financial planning recommendations
This is an excellent opportunity for someone who wants to continue building technical knowledge and develop towards a full paraplanning position in the near future.
Salary & Benefits
- £34,000 - £38,000 basic salary
- 9% employer pension contribution
- 27 days holiday plus bank holidays
- Private healthcare
- Hybrid working arrangement
- Strong long‑term progression opportunities
- Supportive and collaborative team environment
Requirements
- Level 4 Diploma qualified (essential)
- Previous experience within IFA Administration or Financial Planning support
- Strong technical understanding of pensions and investments
- Excellent attention to detail and organisational skills
- Ambitious and keen to progress within wealth management
This is a fantastic opportunity to join a stable and highly respected financial planning firm where progression and professional development are genuinely encouraged. Please apply for further details.
Technical IFA Administrator / Junior Paraplanner in Birmingham employer: Haydn Fine Recruitment
Join a highly regarded wealth management firm in Birmingham that prioritises employee development and career progression. With a collaborative culture and strong support for moving into Paraplanning and Advisory roles, this company offers a rewarding environment for those looking to enhance their technical knowledge while enjoying benefits such as a competitive salary, generous holiday allowance, and private healthcare.
StudySmarter Expert Advice🤫
We think this is how you could land Technical IFA Administrator / Junior Paraplanner in Birmingham
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Haydn Fine Recruitment.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to Haydn Fine Recruitment's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Technical IFA Administrator / Junior Paraplanner in Birmingham
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at Haydn Fine Recruitment
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
