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Wealth Planning Administrator - Path to Paraplanner

Job in Folkestone, Kent County, CT19, England, UK
Listing for: Blakemore Recruitment
Full Time position
Listed on 2025-12-30
Job specializations:
  • Administrative/Clerical
  • Finance & Banking
    Accounting & Finance
Job Description & How to Apply Below
A boutique Wealth Management firm in Folkestone is looking for a Financial Planning Administrator to provide essential support to advisers and paraplanners. Responsibilities include managing pre-sale and post-sale administration, preparing for client meetings, and maintaining compliance standards. Candidates should have 1 to 2 years of experience in a financial planning environment, possess GCSEs in English and Maths, and demonstrate strong analytical skills.

This role offers a chance for future progression into a Paraplanner or Senior Administrator position.
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