At a Glance
- Tasks: Support advisers with client journeys and manage administrative and paraplanning duties.
- Company: A growing financial planning firm in Coventry with a supportive team culture.
- Benefits: Regular bonuses, strong salary increases, and fully funded professional exams.
- Other info: Clear long-term development opportunities and potential to move into Adviser roles.
- Why this job: Gain technical exposure and develop your career in a collaborative environment.
- Qualifications: Experience in IFA administration or paraplanning is preferred.
A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment.
The Role
You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you’ll be joining a collaborative and structured team environment.
Key Responsibilities
- New business processing and submissions
- Liaising with providers and platforms
- Preparing client documentation and review packs
- Research and technical analysis
- Assisting with suitability report preparation
- Supporting advisers with ongoing case work
- Managing client records and compliance documentation
What’s on Offer
- Fully office-based (9:00am – 5:30pm)
- Regular bonus structure
- Strong salary increases after Year 1 and Year 2
- Fully funded professional exams
- Clear long-term development opportunities
- A business that actively promotes support staff into Adviser roles
If you’re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future, this could be a strong next step. Please get in touch for a confidential discussion.
Technical Admin in Balsall Common employer: Integro Partners
Join a respected wealth management firm in Balsall Common, where you will be part of a professional and client-focused team dedicated to delivering exceptional financial advice. With a competitive salary and comprehensive benefits, you'll enjoy a supportive work culture that fosters collaboration and long-term career development, allowing you to thrive as you build meaningful relationships with clients.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Admin in Balsall Common
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who might know about opportunities at firms like the one in Coventry. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of the role. Make sure you can discuss how your skills align with both administrative and paraplanning tasks. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. It’s a simple way to keep yourself top of mind for the hiring team.
✨Tip Number 4
Apply through our website for the best chance at landing that job! We’re all about making the application process smooth and straightforward, so don’t miss out on the opportunity to join a supportive team in Coventry.
We think you need these skills to ace Technical Admin in Balsall Common
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Technical Admin role. Highlight any relevant admin or paraplanning experience, and don’t forget to mention your ability to work in a team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your background makes you a perfect fit for our close-knit team. Keep it friendly and professional!
Showcase Your Technical Skills:Since this role involves technical paraplanning work, be sure to highlight any specific skills or tools you’ve used in previous roles. We love seeing candidates who are eager to develop their technical abilities!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our growing firm!
How to prepare for a job interview at Integro Partners
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and paraplanning. Familiarise yourself with the core responsibilities mentioned in the job description, like new business processing and suitability report preparation. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Team Spirit
Since this role is all about collaboration, be ready to discuss your experience working in a team. Think of examples where you've supported colleagues or contributed to group projects. Highlighting your ability to work well with others will resonate with the close-knit team environment they’re looking for.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions. Ask about their approach to professional development or how they support staff transitioning into adviser roles. This shows you're genuinely interested in growing with the company and not just looking for any job.
✨Dress the Part
Even though it's an office-based role, first impressions matter! Dress smartly to convey professionalism. A polished appearance can set a positive tone for the interview and help you feel more confident as you discuss your fit for the position.
