Administrative Paraplanner

Eden Rose; High Wycombe; On-site; GBP 33,000 - 38,000; Full time

Benefits offered by this job

Company pension

Life insurance

Free onsite parking

Hybrid working after onboarding

Job summary

Eden Rose is seeking a Financial Planning Administrator / Junior Paraplanner in High Wycombe. The role combines client administration with paraplanning support, starting around 60% admin and 40% paraplanning, with potential to grow into a full paraplanner position.

The successful candidate will join a collaborative wealth management team and contribute across the client journey, advisers and colleagues. Hybrid option after onboarding.

Qualifications

• At least 2 years’ experience within Financial Planning, IFA or Wealth Management.
• Experience in financial planning administration and client records.
• Knowledge of Intelligent Office (IO) and strong MS Office skills.
• Attention to detail, organisational ability and a proactive approach.
• Ability to work independently while supporting a team.

Responsibilities

• Process and manage new business applications through to completion.
• Maintain accurate client records and update internal systems.
• Prepare documentation and support annual review processes.
• Assist with pension and investment research and reports.
• Support cashflow modelling and paraplanning activities.

Skills

Microsoft Office

Attention to detail

Organisational ability

Independent working

Education

Level 4 Diploma in Financial Planning

Tools

Intelligent Office (IO)

Job description

Job Ref: 91020

Location: High Wycombe

Salary: £33,000 - £38,000 Per Annum

Employment Type: Permanent

Financial Planning Administrator / Junior Paraplanner

High Wycombe

Up to £38,000 + Benefits

Full-time | Office-based for first 6 months, then 1 day WFH per week

An established and highly respected wealth management firm is seeking a Financial Planning Administrator / Junior Paraplanner to join its close-knit team.

This is an excellent opportunity for someone with financial planning administration experience who enjoys a varied role combining client administration and paraplanning support. Initially, the position is expected to be around 60% administration and 40% paraplanning, with the potential for the paraplanning element to grow into a full paraplanning position over time.

You will join a collaborative business where everyone works together to deliver outstanding client service. The successful candidate will be a team player who is happy to get involved in all aspects of the client journey and support advisers, paraplanners and colleagues across the business.

Key Responsibilities Will Include

• Processing and managing new business applications through to completion
• Maintaining accurate client records and updating internal systems
• Preparing documentation and supporting annual review processes
• Assisting with pension and investment research
• Producing basic suitability and annual review reports
• Supporting cashflow modelling and paraplanning activities
• Liaising with clients, providers and advisers regarding ongoing cases
• Tracking workflow and ensuring tasks are completed efficiently
• Producing monthly valuation reports
• Supporting the wider team with day-to-day administrative duties

About You

To be considered, you’ll ideally have:

• At least 2 years’ experience within a Financial Planning, IFA or Wealth Management environment
• Experience in financial planning administration
• Working knowledge of Intelligent Office (IO)
• Strong Microsoft Office skills
• Excellent attention to detail and organisational ability
• A proactive, positive and flexible approach to work
• The ability to work independently whilst contributing to a team environment

Candidates who are working towards the Level 4 Diploma or have started professional qualifications will be particularly welcome, although this is not essential.

What’s on Offer?

• Salary up to £38,000
• Genuine opportunity to increase paraplanning responsibilities over time
• Support with industry qualifications, including examination costs and study materials
• 22 days annual leave, increasing with service up to 25 days
• Company pension
• Life insurance
• Free onsite parking
• Hybrid working available after successful completion of the initial six-month onboarding period
• Friendly, supportive and collaborative working environment

Location

The role is currently based in High Wycombe.

If you’re an experienced financial planning administrator looking to expand your paraplanning skills, or a junior paraplanner who still enjoys being involved in the administration side of the advice process, we’d love to hear from you.