IFA Administrator / Junior Paraplanner
Newbury, Berkshire
Full?time | Permanent (On-site ideally, hybrid potential for experienced candidates)
Salary up to £35,000 DOE
A well?established IFA practice with an office in Newbury, Berkshire is looking to appoint an experienced IFA Administrator / Junior Paraplanner to support two highly experienced Financial Advisers following a retirement.
This is a hands?on hybrid role combining senior IFA administration with junior paraplanning exposure, ideal for someone who already has solid experience and is looking to continue developing technically.
The Role
You will provide end?to?end support to two Advisers (both long?established and highly experienced), helping to deliver a high?quality, client?focused advice service.
The role combines:
- Senior IFA administration
- Junior paraplanning support
- Exposure to the full advice and reporting process
This vacancy has arisen following the retirement of a long?standing team member, and the firm is keen to find someone with the right experience who can step confidently into the role.
Key Responsibilities
- Providing full administrative support to two Financial Advisers
- Managing LOAs, valuations and fund switches
- Processing new business, reviews and ongoing servicing
- Supporting suitability report preparation and recommendations
- Assisting with paraplanning duties and technical research
- Maintaining accurate client records and workflow management
- Liaising with providers, platforms and third parties
- Ensuring compliance with FCA and internal procedures
What They’re Looking For
- Minimum 3 years’ experience in an IFA Administrator or Client Support role (more preferred)
- Some exposure to paraplanning or report writing (must be genuine; not just in title)
- Strong organisational skills and attention to detail
- Comfortable supporting senior advisers and managing responsibility
- Part?qualified candidates welcome – Level 4 fully supported
- Ambition to develop technically, but not someone looking to move into an advising role
Systems & Qualifications
- Intelligent Office (IO) experience highly desirable (not a deal?breaker)
- Part?qualified is ideal but not essential
- Full support provided for Level 4 Diploma exams
Working Pattern
- Preferably fully office?based
- Hybrid working may be considered for a strong, experienced candidate
- Candidates must ideally be within 45 minutes’ commute
Salary & Benefits
- Salary up to £35,000, depending on experience
- Funded exams and study support for Level 4 progression
- Long?term, stable opportunity with experienced advisers
Interview Process
- Stage 1: Initial Teams conversation
- Stage 2: Face?to?face interview with HR, Director, and one other team member
- Discussion?based interview – no technical tests or role?play
Apply Now
If you’re an experienced IFA Administrator ready to broaden your technical exposure and take on elements of paraplanning within a supportive, professional firm, we’d love to hear from you.
Apply now for confidential consideration.