Paraplanner

An opportunity Has Arisen for a Paraplanner to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.

As a Paraplanner, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.

This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.

You Will Be Responsible For

? Leading, mentoring, and developing the client support team.
? Allocating and monitoring workloads to ensure deadlines are achieved.
? Managing complex or high-priority client administration tasks directly.
? Overseeing onboarding, annual reviews, and day-to-day service delivery.
? Acting as the main operational point of contact between advisers and paraplanners.
? Monitoring workflow and addressing bottlenecks before they escalate.
? Maintaining compliance and ensuring quality standards are met.
? Driving continuous improvement across systems and processes.
? (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.


What We Are Looking For

? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant or in a similar role.
? At least 2 years of experience in financial services
? A strong background in financial services administration (pensions, investments, insurance, or wealth management).
? Proven ability to lead teams and manage multiple priorities effectively.
? Excellent attention to detail and accuracy in all tasks.
? Strong organisational skills and effective communication.


What's on Offer

? Competitive salary
? Generous holiday entitlement.
? Professional development and qualification support.
? Company pension and wellbeing initiatives.
? Enhanced family leave policies.
? Additional leave and regular