Financial Administrator – Path to Paraplanning (London)

About the role

This permanent, full‑time position offers an ambitious individual the chance to start as a Financial Administrator and progress directly into a Paraplanning role within a respected wealth‑management firm in the City of London. You will work alongside experienced Financial Advisers and Paraplanners, gaining exposure to the complete financial planning process.

Key responsibilities

• Provide high‑quality administrative support to Financial Advisers and Paraplanners.
• Assist with the preparation and processing of client documentation.
• Support the end‑to‑end client journey, liaising with clients, providers and internal teams.
• Develop technical knowledge across pensions, investments and financial planning.
• Contribute to the smooth operation of the Financial Administration team.

Required profile

• Minimum 6 months of practical experience in financial services (administration or wealth‑management internship).
• Strong interest in building a career in wealth management and paraplanning.
• Excellent attention to detail and organisational abilities.
• Clear communication skills and a proactive attitude.

Required skills

• No specific technical software skills were listed in the posting.

What we offer

• Competitive salary range £29,000‑£34,000 per year.
• Full on‑the‑job training and mentoring.
• Dedicated study support for the Level 4 Diploma in Regulated Financial Planning.
• Clear, structured pathway to a Paraplanning role.
• Supportive, professional team environment.