Financial Planning Administrator

• Financial Administrator - Chartered IFA


• Route to paraplanner/technical administrator in 12 months


• Offices near Charing Cross Train Station - Central London


• £30k - £32k basic salary plus benefits package


• 1 year of administration experience needed


• 8 weeks of onboarding and training in the office


• After onboarding/training: 2 days WFH

My client is a Chartered boutique wealth planning business with offices across in the Central London who have been operating for many years with significant financial backing. I have met the Directors and placed close to 20 staff into the business including administrators, paraplanners, advisers and mortgage professionals. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of c. 100 staff with 20 Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services.

A vacancy has come available for a Financial Administrator with 12 months of experience in wealth management who can administer all the necessary client services and back-office administration from start to finish. You will report into a Team Leader/Manager, and you will work in a team of four. Experience using Intelligent Office is highly advantageous, but full training will be provided. There is a definitive route to being a paraplanner within 12 months.

You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £28k - £34k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a team leader position.

Contact Peter Fozard at Financial Divisions.

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