Financial Administrator – Wealth Management | Career Development to Paraplanner | Study Support + Hybrid
London
£30,000-£37,000
We’re recruiting on behalf of a highly respected and ethical wealth management firm that is known for championing its people and creating long-term careers — not just jobs.
Due to ongoing growth, they are looking for a Financial Administrator to join their supportive team. This role is perfect for someone with 1–2 years’ experience in financial services or wealth management who is ambitious, professional, and keen to train into a paraplanner role.
The Company:
We’ve worked with this client for many years and placed numerous professionals into their team. They offer a truly supportive, moral, and people-first culture — you’ll be mentored, trained, and fully supported through qualifications as you progress.
The Role:
* Administrative support for two Financial Advisers and their paraplanners
* Processing new business and maintaining client records
* Drafting correspondence and simple reports
* Liaising with clients and providers
* Supporting compliance and implementation of advice
* Participating in process improvement projects and internal development
Requirements:
* 12–24 months’ experience in financial planning, wealth management, or financial services admin
* Degree-educated with strong communication and organisation skills
* Ambitious and eager to develop into a Paraplanner
* Knowledge of FCA regulations is beneficial
Benefits:
* Hybrid working model (2–3 days in the office)
* Full study support for industry qualifications
* Internal training and clear progression paths
* A genuinely caring team that values personal and professional growth
📩 Apply now to Laura McKendry lauram@inancialdivisions.co.uk if you’re looking for a career move, not just your next role. We’d love to hear from talented individuals ready to thrive in a nurturing, professional environment.