Job Description:

Hybrid IFA Administrator / Paraplanner
Coventry Area | Full-Time | Office-Based | 9:00am – 5:30pm

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.