At a Glance
- Tasks: Support Advisers and Paraplanner, ensuring a seamless client journey and contributing to growth.
- Company: Fast-growing financial planning firm with a reputation for trust and high-quality advice.
- Benefits: £35K-£40K salary, annual bonus, full study support, and hybrid work flexibility.
- Other info: Dynamic environment with strong support for professional growth and development.
- Why this job: Join a close-knit team and gain a clear pathway into paraplanning from day one.
- Qualifications: Experience in IFA or wealth management, Diploma qualified or working towards it.
The predicted salary is between 35000 - 40000 £ per year.
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 Role
- Provide day-to-day administrative support to Advisers
- Process new business across pensions, investments, and protection
- Prepare client review packs, valuations, and documentation
- Liaise with providers and clients to obtain information and progress cases
- Maintain accurate CRM and back-office records (I.O)
- Assist with technical research and suitability report preparation
- Support compliance and regulatory processes
- Deliver exceptional client service throughout the advice process
About You
- Experience within an IFA or wealth management environment
- Diploma qualified (Level 4) or working towards completion
- Strong understanding of pensions, investments, and the advice process
- Excellent organisational skills and high attention to detail
- Confident communicator with a professional, client-focused approach
- Ambitious, proactive, and keen to progress into paraplanning
What's On Offer
- £35,000 - £40,000 base salary
- Annual bonus
- Clear progression into a Junior Paraplanner role
- Full study support and exam funding
- Supportive, approachable leadership team
- 5 days in office initially, with hybrid flexibility after training
- Opportunity to join a rapidly growing, forward-thinking firm
Senior Administrator to Junior Paraplanner -North London/Hybrid - £35K-£40K +Annual Bonus & Benefits employer: Financial Divisions
Join a dynamic and rapidly growing financial planning firm in North London, where your career can flourish with a clear pathway into paraplanning. Enjoy a supportive work culture that prioritises professional development, offering full study support and a collaborative environment alongside experienced Advisers and a Diploma-qualified Paraplanner. With competitive salary packages, annual bonuses, and the flexibility of hybrid working after training, this is an exceptional opportunity for those seeking meaningful and rewarding employment in the wealth management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Administrator to Junior Paraplanner -North London/Hybrid - £35K-£40K +Annual Bonus & Benefits
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience and skills relevant to the role. We want to see how you can add value to their team, so be ready to share examples of your work and achievements.
✨Prepare for Interviews
Do your homework on the company and the role before the interview. We recommend practising common interview questions and preparing some thoughtful questions to ask them too. This shows you’re genuinely interested and ready to jump in!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Senior Administrator to Junior Paraplanner -North London/Hybrid - £35K-£40K +Annual Bonus & Benefits
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial administration background and any relevant qualifications, like your Diploma, to show us you're a great fit for the role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re excited about this opportunity. Share your passion for financial planning and how you see yourself growing into a Junior Paraplanner. This is your chance to stand out!
Showcase Your Attention to Detail:In your application, demonstrate your organisational skills and attention to detail. Mention specific examples of how you've maintained accurate records or supported compliance processes in previous roles to give us confidence in your abilities.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the process. We can’t wait to hear from you!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and the advice process. Being able to discuss these topics confidently will show that you're not just a candidate but someone who understands the industry.
✨Show Your Ambition
This role is a stepping stone into paraplanning, so let them know about your career goals. Share your enthusiasm for professional growth and how you plan to take advantage of the study support they offer.
✨Be Organised
Demonstrate your organisational skills by preparing a list of questions to ask during the interview. This shows that you’re proactive and genuinely interested in the role and the company’s operations.
✨Communicate Clearly
Practice articulating your thoughts clearly and professionally. Since this role involves liaising with clients and providers, showcasing your communication skills will be key to making a great impression.
