At a Glance
- Tasks: Assist Financial Advisers and prepare client documentation while ensuring accuracy.
- Company: Respected financial services firm focused on growth and development.
- Benefits: £25,000 salary, medical insurance, pension scheme, and clear career progression.
- Other info: Supportive team environment with opportunities for professional growth.
- Why this job: Kickstart your career in finance with hands-on experience and training.
- Qualifications: Financial services qualifications or working towards them; strong attention to detail.
The predicted salary is between 25000 - 25000 £ per year.
Do you have a desire for a long-term career in financial services? And some financial services qualifications (or working towards)? Due to continued growth and ongoing success, we are working with a highly respected firm of Financial Advisers who are looking to add a Financial Administrator / Junior Paraplanner to their team. This is a development-focused role, ideal for someone with strong attention to detail, a willingness to learn, and a genuine interest in financial planning and advice.
The Role
- Review client cases and supporting documentation submitted by Financial Advisers
- Assist in the preparation of suitability reports and planning documentation
- Provide administrative support to Financial Advisers and Paraplanners
- Ensure all client records are accurate, compliant, and up to date
- Liaise with providers and clients where required to obtain outstanding information
- Support the wider advice process to ensure smooth case progression
- Develop technical knowledge with a view to progressing into paraplanning
Financial Administrator / Junior Paraplanner requirements:
- Some financial services qualifications (or working towards)
- Strong interest in financial planning and long-term career development within the industry
- Excellent attention to detail and organisational skills
- Strong communication and customer service skills
- Proactive, reliable, and eager to learn
- Ability to work well within a team environment
What’s on Offer?
- £25,000 basic salary
- Pension scheme
- Private medical insurance
- Full training
- Clear career progression opportunity into a paraplanning role
- Supportive and professional working environment
- Exposure to all areas of financial planning and advice
Working hours: Monday to Friday Full-time position
Apply Today! If you are a motivated individual looking to start or develop your career in financial services as a Financial Administrator / Junior Paraplanner, we’d love to hear from you. Apply now, and we will review your application within 48 hours. Suitable candidates will be contacted directly.
Financial Administrator in Warrington employer: GCB Recruitment
Join a highly respected firm of Financial Advisers that prioritises employee growth and development in a supportive and professional environment. With a competitive salary of £25,000, private medical insurance, and clear career progression opportunities into paraplanning, this role is perfect for those eager to build a long-term career in financial services. Experience a culture that values attention to detail, teamwork, and a genuine interest in financial planning, all while being part of a dynamic team dedicated to client success.
