Administrator/Junior Paraplanner

Financial Divisions; Greater London; Hybrid; GBP 30,000 - 42,000; Full time

Job summary

Financial Divisions in London (Hybrid) is seeking an Administrator/Junior Paraplanner to support its advisory team with high-quality technical documentation and client-ready materials.

You will work directly with partners to ease adviser workloads, preparing suitability reports and annual reviews while maintaining data in XPlan and assisting with day-to-day admin tasks. This role suits detail-driven individuals seeking a paths in technical financial planning.

Qualifications

• 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.

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.

Skills

Paraplanning

Financial planning

Attention to detail

XPlan

Tools

XPlan

CRM systems

Job description

Administrator/Junior Paraplanner – Wealth Management

Location: London (City)/Hybrid

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