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Permanent

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

St. Albans
money-bag 35000.00-35000.00 Annual
3121734280
Posted Today

Excellent Benefits and Annual BonusA 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 RoleYou will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business''s continued growth.This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning.Key ResponsibilitiesSupporting 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 ..... full job details .....

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