Financial Administrator - Route to Paraplanning, City of London

Financial Administrator – Route to Paraplanning

Location: City of London

Salary: £34,000 + Full Study Support

An Excellent Career Opportunity for an Ambitious Financial Services Professional

Our client is one of the City of London's most respected and long-established Wealth Management firms. Having partnered with them for over 10 years and successfully placed nearly 60 professionals into the business, we know them as a firm that offers genuine career progression, development and long-term opportunity.

Following an internal promotion within their Financial Administration team, they are now looking to appoint an ambitious Financial Administrator who is keen to develop their career and progress into a Paraplanning role.

This is an ideal opportunity for either a graduate with Wealth Management internship experience or a Financial Administrator with up to 1 year’s practical experience who is looking to build their technical knowledge within a supportive and professional environment.

The Role

Working within a close-knit and highly supportive team, you will provide essential administrative support to a team of experienced Financial Advisers, working closely alongside Paraplanners and gaining valuable exposure to the full financial planning process.

Your responsibilities will include:

\n
• Providing high-quality administrative support to Financial Advisers and Paraplanners.
\n
• Assisting with the preparation and processing of client documentation.
\n
• Supporting the end-to-end client journey.
\n
• Building your technical knowledge across pensions, investments and financial planning.
\n
• Liaising with clients, providers and internal teams.
\n
• Developing the skills and experience required to progress into Paraplanning.
\n

Career Development

This role offers a clear and structured pathway into Paraplanning. You will receive:

\n
• Full on-the-job training and mentoring.
\n
• Dedicated study support towards the Level 4 Diploma in Regulated Financial Planning.
\n
• The opportunity to develop your technical expertise and progress within a highly regarded Wealth Management business.
\n

If you are currently working in a role where your career has become stagnant, or you are looking for an employer that genuinely invests in its people, this could be the ideal next step.

About You

To be considered for this opportunity, you will ideally have:

\n
• A minimum of 6 months' practical experience within Financial Services (Financial Administration experience or Wealth Management internship).
\n
• A genuine interest in developing a career within Wealth Management and Paraplanning.
\n
• Strong attention to detail and organisational skills.
\n
• Excellent communication skills and a proactive approach.
\n
• The ability to work effectively as part of a team.
\n
• A willingness to learn and develop professionally.
\n

What's on Offer

\n
• Salary of £34,000.
\n
• Full study support towards professional qualifications.
\n
• Clear progression route into Paraplanning.
\n
• Excellent training and mentoring.
\n
• Opportunity to join a highly regarded City-based Wealth Management firm.
\n
• Supportive and collaborative working environment.
\n

Reference: SN/24045

If you are looking for a genuine career opportunity within Wealth Management and want to join a firm that invests in its people, please get in touch for a confidential discussion.

To apply or find out more, please contact Sam at Financial Divisions for a confidential discussion.