Financial Administrator to Paraplanner - London - to £38,000 + Benefits + Full Study Suppo
Our client, a lovely and well-established and growing financial planning firm, is looking to add a Financial Administrator to their centralised administration team.This role sits within a collaborative support team responsible for keeping the advice process running smoothly behind the scenes. It''s a busy and varied position in which your contribution is recognised, and really makes a difference.For the right person, this is also a great opportunity to build a long-term career within financial services, with genuine progression and the chance to become more involved in technical work over time.The OpportunityYou''ll be joining a structured administration team that supports a number of advisers across the business. The focus of the role is ensuring client records are maintained accurately, applications are submitted correctly, and the advice process runs efficiently from start to finish.You''ll work closely with advisers, paraplanners and product providers, helping coordinate client work and keeping everything progressing as it should.Over time, you''ll also begin handling more technical cases and queries as your knowledge develops.The RoleThis is a varied financial planning administration role where you''ll take ownership of key parts of the client servicing process.Day-to-day you''ll be:Preparing and submitting applications to providersProcessing fund switchesManaging Letters of Authority and gathering plan information.Maintaining accurate client recordsPreparing documents f
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