Administrative Paraplanner

Job

Location:

High Wycombe

Salary: £33,000 - £38,000 Per Annum

Employment Type:

Permanent

High Wycombe

Up to £38,000 + Benefits

Full-time | Office-based for first 6 months, then 1 day WFH per week

An established and highly respected wealth management firm is seeking a Financial Planning Administrator / Junior Paraplanner to join its close-knit team.

This is an excellent opportunity for someone with financial planning administration experience who enjoys a varied role combining client administration and paraplanning support. Initially, the position is expected to be around 60% administration and 40% paraplanning, with the potential for the paraplanning element to grow into a full paraplanning position over time.

You will join a collaborative business where everyone works together to deliver outstanding client service. The successful candidate will be a team player who is happy to get involved in all aspects of the client journey and support advisers, paraplanners and colleagues across the business.

• Processing and managing new business applications through to completion
• Maintaining accurate client records and updating internal systems
• Preparing documentation and supporting annual review processes
• Assisting with pension and investment research
• Producing basic suitability and annual review reports
• Supporting cashflow modelling and paraplanning activities
• Liaising with clients, providers and advisers regarding ongoing cases
• Tracking workflow and ensuring tasks are completed efficiently
• Producing monthly valuation reports
• Supporting the wider team with day-to-day administrative duties

To be considered, you’ll ideally have:

• At least 2 years’ experience within a Financial Planning, IFA or Wealth Management environment
• Experience in financial planning administration
• Working knowledge of Intelligent Office (IO)
• Strong Microsoft Office skills
• Excellent attention to detail and organisational ability
• A proactive, positive and flexible approach to work
• The ability to work independently whilst contributing to a team environment

Candidates who are working towards the Level 4 Diploma or have started professional qualifications will be particularly welcome, although this is not essential.

• Salary up to £38,000
• Genuine opportunity to increase paraplanning responsibilities over time
• Support with industry qualifications, including examination costs and study materials
• 22 days annual leave, increasing with service up to 25 days
• Company pension
• Life insurance
• Free onsite parking
• Hybrid working available after successful completion of the initial six-month onboarding period
• Friendly, supportive and collaborative working environment

The role is currently based in High Wycombe.

If you’re an experienced financial planning administrator looking to expand your paraplanning skills, or a junior paraplanner who still enjoys being involved in the administration side of the advice process, we’d love to hear from you.