Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support advisers with admin and paraplanning duties in a collaborative team.
- Company: Growing financial planning firm in Coventry with a supportive culture.
- Benefits: Strong salary increases, regular bonuses, and fully funded professional exams.
- Why this job: Gain technical exposure and develop your career in a dynamic environment.
- Qualifications: Experience in IFA administration or paraplanning is preferred.
- Other info: Clear long-term development opportunities and potential to move into Adviser roles.
The predicted salary is between 36000 - 60000 £ per year.
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 will 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 are 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 London employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Admin in London
✨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 even lead to a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Since this role involves both administration and paraplanning, be ready to discuss how your skills align with their needs.
✨Tip Number 3
Show your enthusiasm for the company! Research their values and recent projects, and be sure to mention why you’re excited about the opportunity during your interview.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining the team.
We think you need these skills to ace Technical Admin in London
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 want to see how you can contribute to our advisers and clients right from the start!
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 don’t miss out on any important updates during the process!
How to prepare for a job interview at Integro Partners
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Hybrid Administrator / Paraplanner. Familiarise yourself with tasks like new business processing, client documentation preparation, and technical analysis. This will help you demonstrate your knowledge and enthusiasm for the role.
✨Showcase Your Team Spirit
Since this position involves working closely with advisers and other administrators, be ready to discuss your experience in collaborative environments. Share examples of how you've successfully worked in a team, supported colleagues, or contributed to a positive workplace culture.
✨Prepare for Technical Questions
Expect questions that assess your technical knowledge and problem-solving skills. Brush up on relevant financial planning concepts and be prepared to discuss how you would approach tasks like preparing suitability reports or conducting research and analysis.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask thoughtful questions about the company’s support for professional development and the potential for career progression. This shows your interest in growing within the firm and helps you gauge if it’s the right fit for you.