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Senior IFA Administrator/Junior Paraplanner

4 months ago

Poole, United Kingdom Reed Full time

Reed Financial services are pleased to be representing a well-established Financial Advice firm to find an experienced new member of staff for their Poole office.

Due to business growth and demand, our client is looking to employ a new senior administrator / Trainee Paraplanner, to work alongside and provide technical/knowledgeable support to the Advisers at the firm. The business is a long-standing financial advice firm, with a very strong existing client bank and proven annual growth. This is an office-based role and you would make up part of a relatively small, but successful team.

This would be a fantastic opportunity for someone who is currently an experienced IFA Administrator, or junior/trainee Paraplanner at their current firm, looking to improve their technical knowledge and progress their career.

Core experience/competencies required –

  • Previous experience within Financial Services, ideally as an IFA Administrator or Junior Paraplanner
  • Excellent customer service, time management and prioritisation skills
  • A natural resilience allowing them to cope with a challenging role and stay calm under pressure
  • The ability to take responsibility for their own workload and use their initiative
  • A collaborative nature allowing them to build and maintain internal and external relationships

The role includes excellent scope, and you will be involved in the entire client journey. Preparing/maintaining client files, meeting research, recommendation preparation, implementation and investment reviews will all be part of the role.

The generous remuneration package being offered includes the following –

  • £27-31k annual salary, depending on experience.
  • 20 days + Bank Holidays annual leave, increasing to 25 days with length of service
  • Approved exam fees, study materials and time off to study/take such exams
  • Excellent career prospects and somewhere you will be encouraged to learn and grow within Financial Services

For more information, please fill out an application or contact me directly at