Job Title: Senior IFA Administrator / Paraplanner
Location: Barnet - Hybrid Working
Basic Salary: £35,000 - £55,000 depending on experience and qualifications
Hours: Mon - Fri - 9am - 5.00pm - but some flexible on less hours
Please Note: We ask that only candidates who meet the majority of the skills and experience outlined in this advert, to apply. Applications that do not meet the criteria will not be considered.
About our client and the role:
Swarm Recruitment are partnering with a well-established Independent Wealth Management firm to recruit a Senior IFA Administrator or Paraplanner.
The firm provides highly personalised financial planning to individuals, families, and business owners, and prides itself on a collaborative, supportive culture.
This role will involve producing high-quality, compliant reports and technical analysis to support advisers in delivering tailored financial advice. There is also the opportunity to attend client meetings and present cashflow modelling as part of your development.
For those currently working as a Senior Administrator, there is a clear progression pathway to become a paraplanner and Level 4 qualified.
Salary & Benefits:
- Starting from £35,000 - £55,000 depending on experience and qualifications
- The higher end salary with be for experienced, qualified and chartered paraplanners
- Friendly close-knit team
- 20 days holiday plus Christmas
- A performance/discretionary bonus
- Support for undertaking professional exams - financial and study support days is available in the future
Working Hours & location:
- 9.00am - 5.00pm - flexibility to work less days/hours
- Hybrid working option of 1-2 days from home
Required Experience:
- Minimum 1 years IFA admin/Paraplanning experience
- Diploma Level 4 in Financial Planning (desirable)
- Strong knowledge across tax, pensions, investments and planning tools (e.g., cash‐flow modelling software).
- Able to work quickly and with knowledge of report writing
- Excellent written and verbal communication skills
Role Responsibilities:
- Produce suitability reports and supporting documentation
- Interpret adviser notes and translate into compliant recommendations
- Conduct research, fund comparisons, and product analysis
- Prepare new business submissions, switches, and client review work
- Support drawdown reviews and cashflow modelling
- Ensure all cases meet compliance and audit standards
- Maintain accurate client records and documentation
- Work closely with advisers, paraplanners, and admin teams
- Attend client meetings where appropriate
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
INDSW
Job Types: Full-time, Permanent
Pay: £35,000.00-£55,000.00 per year
Benefits:
Experience:
- IFA Administration or Paraplanning: 1 year (required)
Work Location: Hybrid remote in Barnet EN5 5TJ
