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? Employment Type: Full-Time, Permanent
? Career Pathway: Progression towards Paraplanner | Exam Support Available
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We're recruiting on behalf of a highly respected and forward-thinking financial planning firm, who are looking to expand their Adviser Support Team with a new permanent hire.
This is a fantastic opportunity for someone with 12–24 months’ experience in a financial administration role, ideally within a regulated advice environment.
The role is ideal for those looking to develop into a Paraplanner over time, with full exam support available post-probation.
? About the Role:
You’ll provide dedicated support to two established Financial Advisers and their Paraplanners, playing a key role in ensuring the advice process runs smoothly, efficiently, and compliantly.
* Daily administrative support to Advisers and Paraplanners
* Accurately processing new business and maintaining the client database
* Implementing financial advice and ensuring FCA compliance
* Liaising with clients and providers
* Assisting with internal systems, reporting, and process improvements
* Drafting basic reports and managing general office duties
* Participating in wider team initiatives and maintaining regulatory awareness
? What We're Looking For:
* 12–24 months' experience in financial services administration
* Good knowledge of FCA regulations and financial advice processes
* Excellent communication and organisation skills
* Ambition to grow professionally – ideally with an eye on Paraplanning
* Able to manage workloads, multitask, and thrive in a team environment
? Working Pattern:
* Post-Probation: Hybrid model – 2 days in office, 3 days from home
* Development: Full support for exams and career progression
A competitive benefits package is offered (details provided upon request), including pension contributions, holiday allowance, and professional development support.
? To apply or find out more, please get in touch directly.
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