Job Title: IFA Administrator / Paraplanner




Location: Leamington Spa (Hybrid: 3 Days Office / 2 Days Home)




Salary: £40,000 - £45,000 per annum + Benefits




About the Role



We are seeking a proactive, adaptable, and forward-thinking
IFA Administrator / Paraplanner to join our team in Leamington Spa. Supporting six busy Financial Advisors, you will play a central role in driving business growth, embracing innovation, and delivering an exceptional client experience.



Our paraplanning process is streamlined and supported by
cutting-edge AI tools , meaning report writing and research are significantly less time-consuming than traditional methods. This allows you to focus on quality, accuracy, and providing genuine value to our advisors and clients.



Whether you are an
experienced IFA Administrator looking to utilize and build on your paraplanning skills , or an
experienced Paraplanner who enjoys a varied, hands-on role embracing administrative support , this hybrid position offers the perfect balance of flexibility, progression, and variety.




Key Responsibilities




Administrative Support:

• Act as the primary administrative support for 6 Financial Advisors.


• Manage client onboarding, electronic ID checks, and new business processing across investments, pensions, and protection.


• Maintain and update client records on the CRM platform to ensure high data integrity.


• Liaise with product providers, platform managers, and clients to track applications and request information.


• Prepare meeting packs, valuation reports, and client portfolios ahead of advisor reviews.


• Manage advisor calendars, handle incoming client queries, and oversee general office workflow.

Paraplanning & AI-Enhanced Duties:

• Utilize AI-driven paraplanning software to efficiently generate Suitability Reports and financial planning documentation.


• Conduct fund research, product comparisons, and gather existing policy information (e.g., cashing in, transfers, and projections).


• Review, refine, and verify AI-generated technical content to ensure strict compliance with FCA standards.


• Draft cash-flow modeling scenarios and technical recommendations in alignment with advisor guidance.

What We Are Looking For

• Experience: Proven track record in an Independent Financial Advisory (IFA) environment as an Administrator, Junior Paraplanner, or Paraplanner.


• Tech-Savvy & Open Mindset: Familiarity with paraplanning principles and a high comfort level using modern advisor software or AI-driven tools.


• Team Player & Positive Attitude: Someone who brings energy, ideas, and a desire to make a lasting, positive impact on business operations and culture.


• Adaptability: A mindset that welcomes growth, process improvement, and organizational change.


• Communication: Excellent verbal and written communication skills with strong attention to detail.

What We Offer

• Competitive Salary: £40,000 - £45,000 depending on experience.


• Hybrid Working: 3 days in the Leamington Spa office, 2 days working from home.


• Holiday Package: 23 days annual leave + Bank Holidays + Guaranteed Yearly Christmas Shutdown (does not come out of your allowance).


• Professional Development: Full exam and study support for CII / Personal Finance Society qualifications.


• Annual Pay Review: Regular reviews to ensure your reward grows alongside your contribution.


• Social Culture: Annual company outings, team trips, and regular social events.

How to Apply



If you are a positive, organized professional looking to step into a progressive environment where your input genuinely matters, apply today with your CV.