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Permanent

Senior Administrator to Junior Paraplanner -North London/Hybrid - £35K-£40K +Annual Bonus

London
money-bag 35000.00-35000.00 Annual
3114291284
Posted Yesterday

Are you an experienced Financial Administrator looking for a genuine pathway into paraplanning within a modern, fast-growing financial planning firm?This is an outstanding opportunity to join a highly successful, independent wealth management business founded by two Advisers and over 20 years'' combined advisory experience. Having launched just six months ago, the firm is already supporting 75 clients and £80m AUM, with exceptional momentum and a reputation built on trust, transparency, and high-quality advice.You will be joining a close-knit team of two Advisers and a Diploma-qualified Paraplanner, working in a collaborative environment where development, progression, and professional growth are genuinely supported.This role offers a clear route into a Junior Paraplanner position, full study support, and exposure to high-quality financial planning work from day one.The RoleYou will play a key role in supporting the Advisers and Paraplanner, ensuring a seamless client journey and contributing to the firm''s continued growth.Provide day-to-day administrative support to AdvisersProcess new business across pensions, investments, and protectionPrepare client review packs, valuations, and documentationLiaise with providers and clients to obtain information and progress casesMaintain accurate CRM and back-office records (I.O)Assist with technical research and suitability report preparationSupport compliance and regulatory processesDeliver exceptional client service throughout the a

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