IFA / Wealth Planning Administrator

IFA / Wealth Planning Administrator - Progression into Paraplanning

Horsham

Up to £35,000 + bonus

Full-time, office-based (9:00am - 5:00pm, Monday to Friday)

Client Overview

This is a well-established financial planning firm with a team of 15, operating a successful Wealth department alongside a small mortgage arm. They are part of a recognised national network and have built a strong reputation locally for professional, relationship-led advice.

The culture is social, supportive and collaborative. This is a close-knit team where people enjoy working together and where development is genuinely encouraged.

This role would suit an experienced Wealth Planning / IFA Administrator who enjoys client interaction, thrives in a busy environment and is keen to progress into paraplanning over time.

Role Details

• Managing the administration and post-review process for pensions and investment clients.
• Preparing accurate and compliant annual review packs.
• Drafting post-review letters and client correspondence.
• Maintaining client records using XPLAN and 360.
• Booking client appointments and managing adviser diaries.
• Suitable for someone with prior financial services administration experience who is confident, organised and comfortable taking ownership of their workload.

Benefits / Details

• Salary up to £35,000 depending on experience, plus discretionary bonus.
• 23 days holiday increasing to 25, plus bank holidays.
• Death in Service, Income Protection and company pension.
• Modern Horsham office with nearby parking.
• Full exam support towards the Diploma in Financial Planning, with genuine progression into paraplanning and long-term development towards advice if desired.

So, if the time feels right to move into a collaborative practice where your technical paraplanning skills are genuinely valued, please apply and we can discuss the role in more detail.