Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers and prepare client documentation while gaining technical experience.
- Company: Established wealth management firm with a strong local reputation.
- Benefits: Competitive salary, study support for exams, and a healthy work-life balance.
- Why this job: Start as an Administrator and progress into a paraplanning role with full training.
- Qualifications: Experience in financial planning administration and a desire to learn.
- Other info: Collaborative culture with excellent internal career progression opportunities.
The predicted salary is between 28000 - 30000 £ per year.
An established and steadily expanding wealth management firm in Warwickshire is looking to add an Administrator with the ambition to progress into a full paraplanning role. This is an excellent opportunity for someone who wants structured career development within a supportive, professional environment.
The Business
This regional financial planning firm has built a strong reputation locally, with consistent growth across both the advisory and support teams. The culture encourages collaboration, with administrators and paraplanners working closely together rather than in siloed functions. Staff development is a priority, and the business has a strong track record of progressing people internally.
Why the Role Exists
Ongoing expansion has increased demand on the existing support team. The business is now looking to add an additional headcount to provide relief to the admin and paraplanning function, with a clear long-term intention to develop this person into a fully-fledged paraplanner.
The Opportunity
You will initially join as an Administrator but will gain exposure to technical work from day one. As your experience and qualifications grow, you will take on more advanced responsibilities and transition into paraplanning.
Key responsibilities include:
- Preparing reports, illustrations, and client documentation
- Maintaining accurate client records and handling correspondence
- Supporting advisers with pre- and post-meeting activity
- Conducting research and analysis across pensions, investments, and protection
- Assisting with more complex technical work, including trust and tax planning (full training provided)
Development & Culture
- Full study support for professional exams (R0s or paraplanning-specific pathways)
- Highly collaborative environment with strong adviser/support team relationships
- Genuine opportunity to progress technically without a sales element
- Positive feedback from recent joiners on the level of support and structured development
Ideal Candidate
- Experience in financial planning administration or early-stage paraplanning
- Confident managing client files and adviser support workflows
- Keen to build technical knowledge and progress into a paraplanning role
- Comfortable in an office-based environment (35 days per week)
What's on Offer
- Salary: £28,000 - £30,000 depending on experience
- Clear, genuine route into a paraplanning role
- Supportive leadership team and strong internal career progression
- Stable, local office environment with a healthy work-life balance
IFA Administrator in Evesham employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Evesham
✨Tip Number 1
Network like a pro! Reach out to current employees at the firm or connect with industry professionals on LinkedIn. A friendly chat can give you insider info and might just lead to a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial planning and paraplanning. Show us that you're keen to learn and grow in this field, and don’t forget to highlight any relevant experience!
✨Tip Number 3
Be ready to demonstrate your organisational skills during the interview. We want to see how you manage client files and support workflows, so come armed with examples of how you've handled similar tasks in the past.
✨Tip Number 4
Don’t hesitate to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows your enthusiasm for joining our supportive team.
We think you need these skills to ace IFA Administrator in Evesham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the IFA Administrator role. Highlight any relevant experience in financial planning administration or paraplanning, and don’t forget to showcase your ambition to progress!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how you fit into the supportive culture we have at StudySmarter. Be genuine and let your personality come through.
Showcase Your Technical Skills: Since this role involves preparing reports and handling client documentation, make sure to mention any technical skills you have. If you’ve done research or analysis in pensions or investments, shout about it!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and paraplanning. Familiarise yourself with key terms and concepts, as well as the specific services the firm offers. This will show that you're genuinely interested in the role and ready to hit the ground running.
✨Show Your Ambition
Since this role is a stepping stone to paraplanning, express your eagerness to learn and grow. Share any relevant experiences or courses you've taken that demonstrate your commitment to developing your technical skills. This will resonate well with the firm's focus on career progression.
✨Be Collaborative
Highlight your ability to work well in a team. Given the firm's culture of collaboration between administrators and paraplanners, share examples of how you've successfully worked with others in previous roles. This will help them see you as a good fit for their supportive environment.
✨Ask Insightful Questions
Prepare some thoughtful questions about the role and the company's development opportunities. Inquire about the training provided for paraplanning and how they support staff in their professional exams. This shows that you're serious about your future with them and keen to understand how you can contribute.
