Financial Planning Administrator to Paraplanner - Hybrid Working - Salary to £40,000+..

Full Study Support + Clear Career Progression

Our client is a well-established and highly respected financial planning firm in London, who is looking to welcome a Financial Planning Administrator into their team.

Their team takes a very client-centric approach to financial planning, focusing on understanding what matters most to clients and helping them feel confident about their future through clear planning and long-term advice.

With an exceptionally loyal client base and consistently strong feedback, this is a business that truly values long-term relationships and high service standards. This role plays a key part in making sure that experience stays consistent for every client.

The Role

You'll sit at the heart of the client journey, supporting Financial Planners and acting as a trusted point of contact for clients.

Typical responsibilities as a Financial Planning Administrator include:

• Preparing client review packs and maintaining accurate CRM records
• Managing Letters of Authority and liaising with providers to gather information
• Processing new business across pensions, investments, and protection
• Ensuring client documentation is accurate and aligned with the financial plan
• Monitoring service standards and keeping client work on track
• Handling client and provider queries in a professional and friendly manner

You'll be the person ensuring that agreed plans are implemented smoothly, on time and accurately.

About You

You'll likely bring:

• 2+ years' experience as a Financial Planning Administrator
• Strong knowledge of provider platforms, Letters of Authority and new business processing
• Good understanding of pensions and investments (DC pension schemes and transfers would be beneficial, though not essential)
• Excellent organisational skills and the ability to prioritise your workload
• Confidence communicating with clients and providers
• A strong eye for detail

Why Apply?

• Join a high-quality financial planning firm with an outstanding client reputation
• Hybrid working after probation (3 days from home, 2 days in the office)
• A collaborative and supportive team environment
• Genuine opportunities to progress and increase your earnings

If you are a Financial Planning Administrator and enjoy being the person who keeps everything running smoothly behind the scenes, please send your CV to Harry at Financial Divisions.