Junior Paraplanner/ Client Administrator
This role provides technical administrative support to a financial team, assisting with delivering financial planning services to clients. The successful candidate will work closely with the Senior Administrator and has the potential to develop into a paraplanning role with access to training opportunities. Main Responsibilities Provide high-level client service and build long-term relationships. Attend meetings, take notes, and follow up on actions. Process new business submissions and gather information for reviews. Prepare client documents, including applications and portfolio adjustments. Ensure client information is accurate and compliant with regulations. Maintain organized client files and handle follow-up tasks. Adhere to Anti-Money Laundering and GDPR procedures. Prepare agendas and assist with management information. Address client queries professionally and promptly. Requirements 4-5 years experience in a financial services administration role, preferably with high-net-worth clients. Proficiency with financial platforms and Microsoft Office, particularly Excel. Studying towards Certificate in Paraplanning. Familiarity with FCA rules and compliance procedures. Relevant industry qualifications. Strong organizational and client relationship-building skills. Proactive, resilient, and able to manage changing priorities. Attention to detail and a commitment to high-quality service. Seniority Level
Mid-Senior level Employment Type
Full-time Job Function
Administrative, Finance, and Consulting
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This role provides technical administrative support to a financial team, assisting with delivering financial planning services to clients. The successful candidate will work closely with the Senior Administrator and has the potential to develop into a paraplanning role with access to training opportunities. Main Responsibilities Provide high-level client service and build long-term relationships. Attend meetings, take notes, and follow up on actions. Process new business submissions and gather information for reviews. Prepare client documents, including applications and portfolio adjustments. Ensure client information is accurate and compliant with regulations. Maintain organized client files and handle follow-up tasks. Adhere to Anti-Money Laundering and GDPR procedures. Prepare agendas and assist with management information. Address client queries professionally and promptly. Requirements 4-5 years experience in a financial services administration role, preferably with high-net-worth clients. Proficiency with financial platforms and Microsoft Office, particularly Excel. Studying towards Certificate in Paraplanning. Familiarity with FCA rules and compliance procedures. Relevant industry qualifications. Strong organizational and client relationship-building skills. Proactive, resilient, and able to manage changing priorities. Attention to detail and a commitment to high-quality service. Seniority Level
Mid-Senior level Employment Type
Full-time Job Function
Administrative, Finance, and Consulting
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