Advanced Financial Planning
Paraplanner / Experienced Financial Services Administrator
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We are currently seeking an experienced Paraplanner or Financial Services Administrator to join our team.
Our firm delivers high-quality advice to a wide range of clients across a full range of investment and retirement planning products.
You will be employed in an Adviser support capacity dealing with:
- New business applications
- Servicing existing business
- Platform-based work
- Working to strict deadlines
- Liaising with Administration teams to ensure effective business processing
- Providing technical support including suitability report writing, asset analysis, and research
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You will have regular contact with clients and providers.
Applicants must be experienced within the Financial Services industry (minimum 3 years experience), ideally with exposure to the pension and investment planning sectors within a paraplanning / administration role.
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Ideally, you will be qualified to Diploma level qualification, however, we are willing to consider those that are part-qualified who have the level of Paraplanning experience required.
Closing date for applications is Friday 24th July 2026.
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