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This job expired on 28/09/2026. It no longer accepts applications.
Senior Administrator / Paraplanner
SWARM RECRUITMENT LTD · St Albans
Job description
About the role
We are partnering with an independent financial planning firm in St Albans that is experiencing strong growth. The Senior Administrator / Paraplanner will support advisers by handling technical planning tasks and will develop into a senior paraplanning position.
Key responsibilities
- Conduct research and cash‑flow modelling for client plans
- Prepare client reviews, suitability support and case documentation
- Assist the existing paraplanner and gradually take ownership of technical responsibilities
- Support advisers in delivering holistic, independent financial advice
Required profile
- Experience in a Financial Planning, Wealth Management or IFA environment
- Previous experience as a financial planning administrator or paraplanner
- Motivation to develop technical planning skills and progress to senior level
Required skills
- Cashflow modelling
- Research and analytical abilities
What we offer
- Competitive salary £30,000‑£48,000 (DOE) plus discretionary bonus
- Company pension scheme
- 25 days holiday plus bank holidays and additional days for service
- Full support and funding for industry qualifications
- Clear career progression and potential management responsibilities
- Parking permit after probation, fully funded team events and a collaborative environment
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SWARM RECRUITMENT LTD
St Albans