Financial Administrator to Paraplanner - London – up to £33k (DOE) - Excellent Benefits Package

Financial Administrator to Paraplanner - London – Salary up to £33k (DOE) - Excellent Benefits Package

This is a superb opportunity for a dynamic and talented individual with 1 to 2 years of IFA Admin experience to join a vibrant, growing firm of Financial Planners based in London. With a strong reputation in the London market, this firm offers an excellent environment for career growth and development.

In this role, you'll be part of a team of like-minded professionals who enjoy a great work/life balance. You’ll have the opportunity to progress towards paraplanning, with full study support and a clear personal development plan to help you achieve your goals. This team supports several high-billing advisers who work with High-Net-Worth (HNW) clients, providing an excellent foundation to broaden your skills.

The firm fosters a sociable and supportive environment, ideal for building strong professional relationships and growing your network. This position is perfect for a graduate with around 12 months of IFA Admin experience or an administrator with 1 to 2 years of experience looking for a fresh challenge.

As you develop your expertise, your role will expand to include processing new business, ensuring compliance, handling fund switches, preparing valuations, liaising with providers, managing diaries, organising and attending client meetings, and overseeing the ongoing client review process. You’ll also hav...