Boutique Chartered Firm

Are you looking to build a long-term career within a highly ethical, client-centric financial planning firm? This boutique, fully independent and Chartered practice is renowned for its integrity, professionalism, and exceptionally high standards. Due to continued growth, they are seeking a bright, motivated Paraplanner / Technical IFA Administrator to support their advice team and develop into a highly skilled technical professional.

Why This Opportunity Stands Out

• Work for a respected Chartered firm that genuinely puts clients first
• Join a close-knit, supportive team that values quality over volume
• Clear development pathway with full support toward your Level 4 Diploma (if not already achieved)
• A culture built on ethics, excellence, and continuous learning

The Role

You will play a key part in supporting the advisers with high-quality technical administration, including:

• Processing fund switches and rebalancing requests
• Managing pension transfers and investment transactions
• Preparing and drafting initial suitability reports
• Ensuring all client documentation is accurate, compliant, and delivered to the highest standard
• Working closely with advisers to ensure a seamless client experience

About You

This role is ideal for someone with 2–3 years’ experience in financial planning, wealth management, or a similar environment. You will bring:

• A degree-level education
• Progress toward the Level 4 Diploma (or already completed)
• Strong technical understanding of pensions, investments, and financial planning processes
• Excellent attention to detail and a proactive, professional approach
• A genuine desire to grow, develop, and progress within a high-quality firm

What’s on Offer

• £40,000–£45,000 salary depending on experience
• Excellent bonus scheme
• Generous benefits package
• Full study support and ongoing professional development
• The chance to build a long-term career with a firm that invests in its people

If you’re ambitious, detail-driven, and ready to take the next step in your financial planning career, this is an exceptional opportunity to join a firm that will support your growth and help you achieve your professional aspirations.