Financial Administrator - Pathway to Paraplanner

Working closely with Financial Planners and the wider support team, you will play a key role in delivering high-quality client service and supporting pension and investment advice processes. Over time, you will transition into more technical paraplanning responsibilities.,

• Manage pension transfer and pension administration cases from start to finish
• Liaise with providers, clients, and advisers to obtain information and progress cases
• Prepare documentation for new business, reviews, and recommendations
• Assist with report preparation, including suitability reports and client recommendations
• Support advisers with client meeting preparation and follow-up actions
• Maintain accurate client records using back-office systems
• Ensure all work is completed in line with FCA and internal compliance standards
• Assist with research and analysis relating to pensions and investments
• Provide general administrative support to the advisory team
  
  Previous experience in a Financial Administrator / IFA Administrator role
• Strong experience dealing with pension transfers and pensions administration
• Experience working within an IFA, wealth management, or financial planning firm
• Strong organisational skills and excellent attention to detail
• Good written and verbal communication skills
• Ability to manage multiple cases and deadlines effectively
• Keen interest in progressing into a Paraplanner role
• Experience using systems such as Intelligent Office / Intelliflo and Genovo would be advantageous
• Knowledge of research tools such as Morningstar or FactSet would be beneficial
Qualifications
• Progress towards or completion of CII / CISI Level 4 Diploma desirable
• Candidates studying towards qualifications are strongly encouraged to apply
  
  Salary up to £40,000 depending on experience