Financial Administrator – Progression to Junior Paraplanner, Northampton / Hybrid / Remote

Financial Divisions; Northampton; Hybrid; GBP 27,000 - 35,000; Full time

Benefits offered by this job

Flexible hours

Remote working

Hybrid working

Office-based working

Career development

Supportive culture

Job summary

Financial Divisions in Northampton is seeking a Financial Administrator with a clear progression path toward a Junior Paraplanner role. The role offers hybrid/remote options and a 9-month maternity cover, with salary £27,000–£35,000 FTE depending on experience.

You will support advisers, update CFRs and client records, prepare illustrations and documents, and gain exposure to Salesforce, My Practice, Sofi AI, FE Analytics and IBusiness, while developing technical knowledge in a family-run

Qualifications

• Previous experience in financial services administration, ideally within an IFA or financial planning practice.
• Experience with SJP would be highly advantageous.
• Familiarity with Salesforce, My Practice, Sofi AI, FE Analytics and IBusiness would be beneficial.
• Excellent organisational skills and strong attention to detail.
• Ability to manage competing priorities and work independently.
• Strong written and verbal communication skills.
• A professional, proactive and client-focused approach.
• Interest in developing technical knowledge and progressing towards a Junior Paraplanner role.

Responsibilities

• Updating Client Fact Finds and CFRs.
• Maintaining accurate client records and updating Salesforce.
• Processing new business applications and associated documentation.
• Preparing illustrations and financial planning documents.
• Assisting the Paraplanner with file notes and transfer case administration.
• Ensuring client documentation is accurate, complete and processed efficiently.
• Providing general administrative and technical support to Financial Advisers and the wider team.
• Supporting the delivery of financial planning services and client service standards.

Skills

Financial services administration

Salesforce

My Practice

Sofi AI

FE Analytics

IBusiness

Organisational skills

Attention to detail

Time management

Communication skills

Tools

Salesforce

My Practice

Sofi AI

FE Analytics

IBusiness

Job description

Financial Administrator – Progression to Junior Paraplanner

Location:

Northampton / Hybrid / Remote

Salary:

£27,000–£35,000 FTE, depending on experience

Contract:

9 Months Fixed-term maternity cover

Working hours:

Flexible, part-time or full-time options considered

About the Opportunity

An exciting opportunity has arisen for a Financial Administrator to join a well-established, family-run financial planning business providing tailored financial advice to individuals, families and business owners across the UK.

This role would suit an organised and proactive financial services professional looking to develop their technical knowledge and progress towards a Junior Paraplanner position.

The business offers a supportive, family-oriented working environment, excellent flexibility and the opportunity to work closely with an experienced Paraplanner, gaining valuable technical exposure.

The position is initially offered as a 9 months maternity cover with the business continuing to grow, there may be an opportunity for the role to become permanent.

Key Responsibilities

• Updating Client Fact Finds and Records of Suitability (CFRs).
• Maintaining accurate client records and updating Salesforce.
• Processing new business applications and associated documentation.
• Preparing illustrations and financial planning documents.
• Assisting the Paraplanner with file notes and transfer case administration.
• Ensuring client documentation is accurate, complete and processed efficiently.
• Providing general administrative and technical support to Financial Advisers and the wider financial planning team.
• Supporting the smooth delivery of financial planning services and maintaining high standards of client service.

Skills and Experience Required

• Previous experience in financial services administration, ideally within an IFA or financial planning practice.
• Experience working with St. James's Place (SJP) would be highly advantageous.
• Familiarity with systems such as Salesforce, My Practice, Sofi AI, FE Analytics and IBusiness would be beneficial.
• Excellent organisational skills and strong attention to detail.
• The ability to manage competing priorities and work independently.
• Strong written and verbal communication skills.
• A professional, proactive and client-focused approach.
• An interest in developing technical knowledge and progressing towards a Junior Paraplanner role.

Working Arrangements and Benefits

The business recognises the importance of work-life balance and offers genuine flexibility to accommodate different working arrangements.

Options include:

• Flexible hours: School-hours working, ideally Monday to Friday, will be considered alongside other arrangements.
• Remote working: Available for experienced SJP administrators who can work independently with minimal training or supervision.
• Hybrid working: A combination of home and office-based working.
• Office-based working: An opportunity to work collaboratively within the office team.
• Career development: Gain technical exposure and develop the skills required to progress towards a Junior Paraplanner position.
• Supportive culture: Join a friendly, family-run business that values its employees and recognises the importance of family commitments.

Salary and Contract

• Salary of £27,000–£35,000 FTE, depending on experience.
• Fixed-term maternity cover, expected from January 2027 until at least September 2027.
• Part-time or full-time working patterns considered, with salary adjusted according to agreed hours.
• Potential opportunity for a permanent position as the business grows.