Technical Admin

Hybrid IFA Administrator / Paraplanner Coventry Area Full-Time Office-Based 9:00am 5:30pm

A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff.

This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment.

The Role

You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work.

With 6 administrators supporting advisers across the business, you ll be joining a collaborative and structured team environment.

Key Responsibilities

• New business processing and submissions

• Liaising with providers and platforms

• Preparing client documentation and review packs

• Research and technical analysis

• Assisting with suitability report preparation

• Supporting advisers with ongoing case work

• Managing client records and compliance documentation What s on Offer

• Fully office-based (9:00am 5:30pm)

• Regular bonus structure

• Strong salary increases after Year 1 and Year 2

• Fully funded professional exams

• Clear long-term development opportunities

• A business that actively promotes support staff into Adviser roles If you re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future , this could be a strong next step.

Please get in touch for a confidential discussion.