| Financial Administrator / Junior Paraplanner | £25,000 Basic | Medical Insurance + Career Progression |
Do you have a desire for a long-term career in financial services? And some financial services qualifications (or working towards)?
Due to continued growth and ongoing success, we are working with a highly respected firm of Financial Advisers who are looking to add a Financial Administrator / Junior Paraplanner to their team. This is a development-focused role, ideal for someone with strong attention to detail, a willingness to learn, and a genuine interest in financial planning and advice.
The Role
As a Financial Administrator / Junior Paraplanner, you will:
- Review client cases and supporting documentation submitted by Financial Advisers
- Assist in the preparation of suitability reports and planning documentation
- Provide administrative support to Financial Advisers and Paraplanners
- Ensure all client records are accurate, compliant, and up to date
- Liaise with providers and clients where required to obtain outstanding information
- Support the wider advice process to ensure smooth case progression
- Develop technical knowledge with a view to progressing into paraplanning
Financial Administrator / Junior Paraplanner requirements:
- Some financial services qualifications (or working towards)
- Strong interest in financial planning and long-term career development within the industry
- Excellent attention to detail and organisational skills
- Strong communication and customer service skills
- Proactive, reliable, and eager to learn
- Ability to work well within a team environment
What’s on Offer?
- £25,000 basic salary
- Pension scheme
- Private medical insurance
- Full training
- Clear career progression opportunity into a paraplanning role
- Supportive and professional working environment
- Exposure to all areas of financial planning and advice
- Working hours: Monday to Friday
- Full-time position
Apply Today!
If you are a motivated individual looking to start or develop your career in financial services as a Financial Administrator / Junior Paraplanner, we’d love to hear from you.
Apply now, and we will review your application within 48 hours. Suitable candidates will be contacted directly.