Administrator/Junior Paraplanner – Wealth Management
Location: London (City)/Hybrid
Are you a detail-driven financial planning administrator ready to take a step forward in your technical career?
An award-winning, forward-thinking independent financial planning firm is seeking a Administrator/junior Paraplanner to support its expanding advisory team. With a modern and client-first approach to financial planning, this business offers a refreshing alternative to traditional advice models—transparent, fixed fees, and a genuine commitment to work/life balance.
The Role
You will work directly with the partners—two highly experienced Chartered/Certified Financial Planners and your primary focus will be to ease adviser workloads by preparing high-quality technical documentation, freeing them up to serve more clients.
Key Responsibilities:
- Draft clear, compliant suitability reports for pensions, ISAs, GIAs, and Bonds using streamlined internal systems
- Create thorough and engaging annual review reports for clients
- Enter and maintain accurate client and provider data in XPlan
- Support client meetings by preparing pre-meeting materials and post-meeting follow-ups
- Collaborate with a small, supportive team to deliver excellent client outcomes
Additional Duties:
- Assist with transactions on provider platforms
- Help manage day-to-day financial planning administration tasks
About You
We’re looking for someone reliable, proactive, and technically adept—a natural problem solver who thrives on detail and values getting things right the first time. You enjoy working independently in a flexible environment and are excited about becoming a key part of a small, ambitious team.
You’ll likely have:
- Solid experience in a financial planning admin or paraplanning support role
- Strong working knowledge of suitability reports and financial products
- Familiarity with XPlan (or similar CRM systems)
- A process-driven mindset with excellent attention to detail
- A passion for helping clients receive clear, accurate advice
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Administrator/Junior Paraplanner employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
