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Integro Partners

Balsall Common / Global

Technical Admin

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.

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