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Technical Financial Administrator/ Junior Paraplanner, London, up to £38/40k, benefits package

Financial Divisions
Posted 21 days ago, valid for 5 days
Location

London, Greater London EC1R 0WX

Salary

£55,000 - £66,000 per annum

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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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  • An exciting opportunity is available for a Technical Financial Administrator with a pathway to Paraplanning at a leading independent financial advisory firm in the UK.
  • Candidates should have at least 3 years of experience in an IFA Admin role, particularly dealing with high-net-worth clients.
  • The position offers a competitive salary and the flexibility of working from home for 3 days a week.
  • The firm is known for its supportive culture and long-term career development, including comprehensive training for Paraplanning.
  • This role is ideal for ambitious individuals looking to enhance their technical skills while progressing towards a CII Diploma and further qualifications.

Exciting Career Opportunity for a Technical Financial Administrator with Pathway to Paraplanning

Are you an experienced Financial Administrator looking to take your career to the next level? We have a fantastic opportunity with one of the UK's leading, award-winning independent financial advisory firms. This client-facing, highly technical role offers excellent support for your professional growth, with a clear pathway towards Paraplanning.

Our client has built a reputation for staff retention and a supportive, long-term career culture. The position allows for 3 days of home working which is unusual. Many members of the team have been with the firm for years, demonstrating that this is a place where you can thrive and build your career for the long term. They are now looking to expand their team with a dynamic and forward-thinking individual who is ready to develop their technical skills while working closely with high-net-worth (HNW) clients.

Key Highlights of the Role

- Client-facing: Directly support clients and their complex financial needs in a technical capacity.

- Path to Paraplanning: This role offers a clear career progression to Paraplanning, with structured support and mentorship along the way.

- Technical and Holistic Financial Planning: Assist with cashflow planning, portfolio rebalancing, preparing suitability letters, and attending client meetings. You'll be integral in supporting the delivery of comprehensive financial plans.

- Support for HNW Clients: Work with a growing portfolio of high-net-worth clients, providing technical expertise and ensuring their financial needs are met.

- Flexible Working: Only 2 days per week in the office, with the rest of your week working from home or other locations.

- Comprehensive Paraplanning Training: Full access to a robust training program to build your paraplanning knowledge and technical understanding.

- Career Development: Opportunity to work towards your CII Diploma, with support to pass 2-3 RO exams or more.

The Ideal Candidate

- Experience: At least 3 years in an IFA Admin role, with hands-on experience dealing with HNW clients.

- Technical Skills: Experience with Voyant and IO is preferred.

- Ambition: A desire to develop your technical expertise and move into Paraplanning.

- Professional Qualification: Progressing or already holding a CII Diploma and aiming for further technical development.

This is a rare opportunity to join a respected firm that offers both a great work-life balance and an exciting pathway to career advancement. If you're looking for a role that challenges you, offers variety, and puts you on a clear path to Paraplanning, this could be the perfect fit.

**Apply today** to start your next career journey with this award-winning firm to Laura.

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.