IFA Admin (Level 4)

IFA Admin (Level 4) £35,000 - £40,000 Hybrid (2 Days in Office) Bonus Wellness Program Increasing Holiday With Service Pension Flexible Fridays Time in Lieu Study Support Work Life Balance 2 Days a Week WFH Progression Trowbridge Are you an IFA Admin with a Level 4, looking to step up into a paraplanning role, in a financial services business which will offer you work life balance, more time at home than in the office, 9-5 hours with a shorter day every other Friday, and increasing holiday with service? On offer is the opportunity to join an IFA working with high net worth clients (£400k). The company have typically grown their revenue 25% year on year since their establishment 25 years ago. Your role will involve supporting consultants, preparing compliant reports / 'Financial Life Plan' reports detailing the consultant's recommendations for the client, accurately investing client money as per recommendations and evaluating investment portfolios. This role would suit an IFA Admin with a Level 4 In Financial Planning looking to step into a paraplanner role offering work life balance, hybrid working, nice hours and time in lieu. The role * Preparing compliant reports / 'Financial Life Plan' reports detailing the consultant's recommendations for the client * Investing client money as per recommendations * Evaluating investment portfolios. * 9-5 Monday - Friday The Person * IFA Admin * Diploma in Regulated Financial Planning * Commutable to Trowbridge, 2 Days a week Reference Number: 20781 Key words: Paraplanner, finance, consultant, dentists, clients, planning. If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

Location: Trowbridge, Wiltshire, GB

Posted Date: 8/19/2025