Senior Financial Administrator Junior Paraplanner St Albans Up to £40,000

Job description

Excellent Benefits & Annual Bonus

A modern, independent financial planning firm based in the heart of St Albans is looking to appoint a Senior Financial Administrator to join their growing team.

This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment.

Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple putting clients first and making financial planning more approachable, transparent, and effective.

The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued.

The Role
You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth.

This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning.

Key Responsibilities

Supporting Financial Advisers with day-to-day administration

Processing new business across pensions, investments, and protection

Preparing client review packs and documentation

Liaising with providers and clients

Maintaining accurate CRM and back-office records

Assisting with technical research and suitability report preparation

Supporting compliance and regulatory processes

Delivering outstanding client service throughout the advice process

About You

Diploma qualified (Level 4) or working towards completion

Experience within an IFA or wealth management environment

Strong understanding of pensions and investments

Excellent organisational and communication skills

High attention to detail and accuracy

Ambitious and keen to progress into paraplanning

What's on Offer

Salary up to £40,000

Clear route into a Junior Paraplanner role

Ongoing professional development and exam support

Supportive and approachable leadership team

Modern and collaborative working environment

Opportunity to join an ambitious and growing business

Long-term career progression

If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.

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Extra information

Status

Open

Education Level

Secondary School

Location

Trowley Bottom

Type of Contract

Full-time jobs

Published at

01-07-2026

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English