Technical Admin

Integro Partners; Balsall Common; On-site; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Regular bonus structure

Strong salary increases after Year 1

Fully funded professional exams

Clear long-term development opportunit

Business promotes staff into Adviser

Job summary

Integro Partners in the Coventry area is hiring a Hybrid IFA Administrator / Paraplanner to join a close-knit team of 20 staff. The role mixes administration with technical paraplanning work and offers exposure across the client journey.

You will support advisers, handle new business processing, provider liaison, and documentation, with clear development opportunities and funded professional exams. This is a full-time, office-based role with a supportive environment and potential for progression.

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

Job description

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.