Administrator / Paraplanner – London Hybrid – £40k‑£55k OTE

About the role

Join a rapidly expanding wealth management practice as an Administrator/Paraplanner. You will support advisers throughout the financial planning process, ensuring clients receive seamless, professional, and compliant service. This hybrid role combines paraplanning, client communication, and practice administration.

Key responsibilities

• Prepare suitability reports, client recommendations and supporting documentation.
• Conduct research and analysis to underpin financial advice.
• Gather and analyse provider information and technical data.
• Provide comprehensive support to advisers throughout the client journey.
• Liaise with clients, providers and third parties via phone, email and written correspondence.
• Manage new client onboarding and ongoing servicing activities.
• Prepare meeting packs, coordinate follow‑up actions and service requests.
• Maintain accurate client records and ensure compliance with FCA and internal standards.
• Manage adviser diaries and support wider practice administration.

Required profile

• Previous experience in Financial Services, Wealth Management, Financial Planning or Paraplanning.
• Strong understanding of financial products, regulations and compliance requirements.
• Highly organised with excellent attention to detail.
• Ability to work collaboratively with advisers, clients and third‑party providers.

Required skills

What we offer

• Competitive salary £40,000‑£55,000 OTE.
• Performance‑based bonus and excellent benefits package.
• Hybrid working model (London office and remote).
• Clear career progression within a growing practice.