Join us in
We’re looking for talented IFA administrators and financial adviser assistants to support our clients, and help them grow a thriving business
Advance your career in Paraplanning or Financial Administration
Financial advice is more than just providing clients with accurate information. The work that goes on behind the scenes for financial advisers is vital to meeting compliance and delivering exceptional client results. We work with financial advisers who outsource paraplanning and IFA administrator services to our specialised team, providing the support necessary to exceed client expectations and meet necessary compliance as St. James's Place partners and independent advisers. If you're interested in becoming a financial paraplanner, we're looking for people like you to join our team.
Remote and flexible working options
We are a growing, professional team of specialists looking to expand and support a broader demographic of clients. As part of our services, we're looking for paraplanning support specialists and skilled administrators to provide a range of tiered support to our clients, including financial adviser PA roles, general paraplanning services and back-office IFA admin. We offer entirely remote working arrangements and flexible hours in line with the needs of our clients.
Ongoing training and qualifications
Following a comprehensive onboarding process, we'll ensure you can access the training and qualifications necessary to grow in your role and meet the needs of our clients. We also offer fast-track programmes to become a financial adviser assistant specialising in paraplanning and compliance, providing professional services to improve clients’ processes.
Depending on your choice of role, you may be building relationships with clients as an EA, or handling paperwork and day-to-day functionality as a financial adviser administrative assistant. In addition, our highly qualified paraplanning team works within industry guidelines and specifications to achieve high compliance scores, taking pride in helping our clients complete their work to an excellent standard.
Book a call to discuss your future
Do you think you would be a good fit for our team? Get in touch with us directly to discuss our vacancies. We offer in-house training and development for strong candidates, although prior experience in the industry is preferred.