Paraplanner – IFA Practice (Client-Facing Admin)

Bell Cornwall Recruitment; West Midlands; On-site; GBP 30,000 - 35,000; Full time

Job summary

Bell Cornwall Recruitment is seeking a proactive Junior Paraplanner or experienced administrator to support Independent Financial Advisors at a boutique financial planning firm in Sutton Coldfield. This office-based role involves managing day-to-day admin, client contact, and processing new business across pensions, investments, ISAs and protections.

You’ll join a small team, responsible for diary management, preparing client packs, and ensuring documentation is accurate and compliant.

Qualifications

• Essential: Previous experience as an IFA Administrator within an Independent Financial Adviser or financial planning firm.
• Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications.
• A good understanding of pensions, investments, ISAs and protection products.
• Excellent organisational skills and exceptional attention to detail; strong communication and customer service skills.

Responsibilities

• Be the first point of contact for clients, providing a friendly and professional service by phone, email and in person.
• Manage advisers' diaries and arrange client meetings.
• Prepare client meeting packs, valuations and review documentation.
• Process new business for pensions, investments, ISAs and protection policies.
• Submit applications and ensure all documentation is accurate and compliant.
• Monitor applications through to completion and keep clients and advisers updated on progress.
• Liaise with investment platforms, pension providers and insurance companies to resolve queries.
• Prepare paperwork for annual reviews and ongoing client servicing.

Skills

IFA Administration

Client service

Diary management

Attention to detail

Job description

Bell Cornwall Recruitment is seeking a proactive Junior Paraplanner or experienced administrator to support Independent Financial Advisors at a boutique financial planning firm in Sutton Coldfield. This office-based role involves managing day-to-day admin, client contact, and processing new business across pensions, investments, ISAs and protections.

You’ll join a small team, responsible for diary management, preparing client packs, and ensuring documentation is accurate and compliant.