Financial Administrator

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.