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Financial Administrator to Paraplanner, Central London, £42,000 + Bonus, Excellent Benefits

Financial Administrator to Paraplanner, Central London, £42,000 + Bonus, Excellent Benefits

Financial Divisions

Posted 9 hours ago, valid for 25 days

London, Greater London WC1A 2LP, England

Full Time

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Sonic Summary

A prestigious Chartered Wealth Management firm in London is seeking an experienced Financial Administrator ready to transition into a Paraplanning role.
The position offers a base salary of £42,000 along with a performance bonus and full study support towards achieving the Level 4 Diploma.
Candidates should have prior experience in financial administration within a wealth management environment and have passed several R0 exams.
Key responsibilities include assisting with product research, drafting suitability reports, and liaising with clients and providers.
The firm promotes career development with training opportunities and a supportive team environment, allowing for a future transition into a Financial Adviser position.

Study Support

Hybrid Working Available

We are proud to be working with one of London’s most highly regarded Chartered Wealth Management firms, known for delivering truly holistic financial planning to high-net-worth and ultra-high-net-worth clients and their families. Their reputation for excellence results in a steady flow of referrals, allowing for continued organic growth.

The Opportunity

This is a fantastic opening for an experienced Financial Administrator who is now ready to step into a full Paraplanning role. Working closely with Chartered Financial Planners, you will gain hands-on exposure to more complex investment strategies and tax planning solutions, while also being gradually introduced to client meetings where your involvement will evolve over time.

Key Responsibilities:

Assist with product and fund research
Begin drafting suitability reports in collaboration with Advisers
Liaise with clients and providers to gather policy and product information
Execute fund switches and transfers as directed
Support with day-to-day technical and client-focused tasks as you develop

Candidate Profile:

To thrive in this role, you should:

Hold a relevant degree and have already passed several R0 exams, working towards the Level 4 Diploma
Have experience in financial administration within a wealth management or financial planning environment
Possess excellent written communication skills and some basic exposure to suitability report writing
Be ambitious, proactive, and looking for a long-term career path in financial planning

Career Development:

You’ll be given full training and support, with a clearly defined path toward either a highly technical Paraplanning role or a future transition into a Financial Adviser position. This firm has a strong track record of developing and nurturing internal talent.

What’s on Offer:

£42,000 base salary + performance bonus
Full study support towards the Level 4 Diploma
Excellent benefits package
Hybrid working (office/home split)
A highly supportive team environment focused on career growth and wellbeing

Please contact Sam Negbenebor at Financial Divisions.

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