Senior IFA Administrator / Paraplanner
Maidstone, Kent
Permanent | Hybrid (4 days office / 1 day WFH)
£35,000 – £40,000 DOE
A well?established and highly regarded independent financial planning (IFA) firm, is looking to hire an experienced Senior IFA Administrator / Paraplanner to join their Maidstone office in a hybrid reposibility role.
This role has become available following the retirement of a long?standing paraplanner and will play a key part in supporting advisers during a period of continued growth.
The Role
This is a hands?on crossover position, combining senior IFA administration with genuine paraplanning responsibility. You’ll work closely with advisers to support the full advice process and ensure a high standard of client service.
Key Responsibilities
- Answering client phone calls and emails
- General IFA administration and document management (SharePoint)
- Preparing LOIs, application forms and provider correspondence
- Carrying out chargeable event calculations (bonds)
- Investment and product research (whole of market)
- Writing and assisting with suitability reports
- Preparing client meeting packs and paperwork
- Occasional client interaction and attendance at VIP client events
Client contact is primarily via phone and email, with some in?office support as needed.
Experience & Qualifications
- Experience matters more than job title
- Ideally 5+ years’ experience within an IFA / wealth management environment (flexible for the right profile)
- Must have genuine whole?of?market paraplanning exposure
- Strong attention to detail and confident working independently
- Comfortable blending admin and paraplanning (not precious about tasks)
Qualifications:
- Fully qualified not required
- Part?qualified welcome
- Level 4 Diploma desirable, but not essential
Training & Development
- Full support for exam entry and learning materials
- Study support provided
- Expectation of ownership and commitment to passing exams
Systems
- Intelligent Office (IO) – primary CRM
- Cashflow forecasting tools
- IRS system for quotations / annuity work
- SharePoint document management
Working Pattern
- Maidstone office?based role
- Typically 4 days in the office / 1 day WFH
- Will consider 3 days office / 2 days WFH for a strong, experienced hire
- Flexibility expected during probation and busy periods
Salary
- £35,000 – £40,000, depending on experience
- Strong, self?sufficient paraplanners may command higher locally