Administrator/Junior Paraplanner

JR United Kingdom; City Of London; Remote; GBP 25,000 - 40,000; Full time

Job summary

A forward-thinking independent financial planning firm in London is looking for an Administrator/Junior Paraplanner to support their advisory team. This remote position focuses on drafting reports, maintaining client data, and ensuring high standards in financial documentation, suitable for detail-driven candidates ready to advance in their technical career.

Qualifications

• Experience in financial planning admin or paraplanning support.
• Strong working knowledge of suitability reports.
• Familiarity with CRM systems.

Responsibilities

• Draft compliant suitability reports for financial products.
• Maintain client and provider data accurately.
• Prepare materials for client meetings.

Skills

Attention to detail

Problem solving

Financial product knowledge

Tools

XPlan

Job description

Social network you want to login/join with:

Administrator/Junior Paraplanner, london (city of london)

col-narrow-left

Client:

Financial Divisions

Location:

london (city of london), United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

2

Posted:

26.06.2025

Expiry Date:

10.08.2025

col-wide

Job Description:

Administrator/Junior Paraplanner – Wealth Management (Remote)

Location: Remote (occasional travel to London, once every two months)

Are you a detail-driven financial planning administrator ready to take a step forward in your technical career?

An award-winning, forward-thinking independent financial planning firm is seeking a Administrator/junior Paraplanner to support its expanding advisory team. With a modern and client-first approach to financial planning, this business offers a refreshing alternative to traditional advice models—transparent, fixed fees, and a genuine commitment to work/life balance.

The Role

You will work directly with the partners—two highly experienced Chartered/Certified Financial Planners and your primary focus will be to ease adviser workloads by preparing high-quality technical documentation, freeing them up to serve more clients.

Key Responsibilities:

• Draft clear, compliant suitability reports for pensions, ISAs, GIAs, and Bonds using streamlined internal systems
• Create thorough and engaging annual review reports for clients
• Enter and maintain accurate client and provider data in XPlan
• Support client meetings by preparing pre-meeting materials and post-meeting follow-ups
• Collaborate with a small, supportive team to deliver excellent client outcomes

Additional Duties:

• Assist with transactions on provider platforms
• Help manage day-to-day financial planning administration tasks

About You

We’re looking for someone reliable, proactive, and technically adept—a natural problem solver who thrives on detail and values getting things right the first time. You enjoy working independently in a flexible environment and are excited about becoming a key part of a small, ambitious team.

You’ll likely have:

• Solid experience in a financial planning admin or paraplanning support role
• Strong working knowledge of suitability reports and financial products
• Familiarity with XPlan (or similar CRM systems)
• A process-driven mindset with excellent attention to detail
• A passion for helping clients receive clear, accurate advice