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Financial Administrator to Paraplanner - London - £29k - £35k + Fantastic Benefits

Financial Divisions
Posted 3 days ago, valid for a day
Location

London, Greater London EC1R 0WX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A prestigious London-based IFA firm is seeking a Financial Administrator with 1-2 years of experience to join their dynamic team.
  • The role offers clear career progression into paraplanning and full study support towards the CII Level 4 Diploma.
  • Financial Administrators will gain experience with high-value clients and develop their expertise in handling complex financial cases.
  • The position includes hybrid working options after initial training and a comprehensive benefits package, including a season ticket loan.
  • This opportunity is ideal for those ready for a fresh challenge and a commitment to long-term career growth in the financial services industry.

Are you an experienced Financial Administrator looking for an exciting opportunity to progress your career? This prestigious London-based IFA firm is looking for a talented Financial Administrator with 1-2 years of experience to join their growing, dynamic team. With a strong reputation for success, the firm provides the perfect environment for a Financial Administrator eager to expand their skills and build a long-term career in financial services.

Why This Opportunity Stands Out:

  • Clear Career Progression: The role offers a structured pathway for the Financial Administrator to move into paraplanning, with ongoing study support towards the CII Level 4 Diploma.
  • Full Study Support: The firm provides study support to help you achieve your professional qualifications and further develop as a Financial Administrator in a supportive learning environment.
  • Collaborative and Sociable Team: Work alongside a friendly, motivated team where you'll have the opportunity to build your professional network and enjoy a sociable environment.
  • Experience with High-Value Clients: The role offers exposure to high billing Advisers and HNW clients, enabling you to handle complex financial cases and develop your expertise.
  • Expanding Role: As a Financial Administrator, you will grow your responsibilities over time, from processing new business and maintaining compliance to writing suitability letters and managing client reviews.
  • Hybrid Working: After the initial training period, enjoy the flexibility of hybrid working, allowing for a healthy work-life balance.
  • Great Benefits Package: In addition to study support, the firm offers a range of benefits, including a season ticket loan and comprehensive career development plans.

This is a fantastic opportunity for a Financial Administrator with 1-2 years of experience who is ready for a fresh challenge and wants to grow within a forward-thinking company that invests in your career.

If you are an experienced Financial Administrator seeking long-term career progression in a supportive, rewarding environment, apply today by sending your CV to Laura at Financial Divisions

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.