Senior Financial Administrator route to Junior Paraplanner St Albans | Up to £40,000

Excellent benefits & Annual Bonus A modern, independent financial planning firm based in the heart of St Albans is looking to appoint a Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment. Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple — putting clients first and making financial planning more approachable, transparent, and effective. The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued. The Role You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey and helping the business continue its exciting growth plans. This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and long-term career within financial planning. Key Responsibilities • Supporting Financial Advisers with day-to-day administration • Processing new business across pensions, investments, and protection • Preparing client review packs and documentation • Liaising with providers and clients • Maintaining accurate CRM and back-office records • Assisting with technical research and suitability report preparation • Supporting compliance and regulatory processes • Delivering outstanding client service throughout the advice process About You • Diploma qualified (Level 4) or working towards completion • Experience within an IFA or wealth management environment • Strong understanding of pensions and investments • Excellent organisational and communication skills • High attention to detail and accuracy • Ambitious and keen to progress into paraplanning What’s on Offer • Salary up to £40,000 • Clear route into a Junior Paraplanner role • Ongoing professional development and exam support • Supportive and approachable leadership team • Modern and collaborative working environment • Opportunity to join an ambitious and growing business • Long-term career progression • If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.