Financial Administrator

| Financial Administrator / Junior Paraplanner | £25,000 Basic | Medical Insurance + Career Progression | 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 As a Financial Administrator / Junior Paraplanner, you will: • 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.