Financial Administrator to Junior Paraplanner (Hybrid/Remote)

Financial Divisions; Northampton; Hybrid; GBP 27,000 - 35,000; Full time

Benefits offered by this job

Flexible hours

Remote working

Hybrid working

Office-based working

Career development

Supportive culture

Job summary

Financial Divisions in Northampton is seeking a Financial Administrator with a clear progression path toward a Junior Paraplanner role. The role offers hybrid/remote options and a 9-month maternity cover, with salary £27,000–£35,000 FTE depending on experience.

You will support advisers, update CFRs and client records, prepare illustrations and documents, and gain exposure to Salesforce, My Practice, Sofi AI, FE Analytics and IBusiness, while developing technical knowledge in a family-run

Qualifications

• Previous experience in financial services administration, ideally within an IFA or financial planning practice.
• Experience with SJP would be highly advantageous.
• Familiarity with Salesforce, My Practice, Sofi AI, FE Analytics and IBusiness would be beneficial.
• Excellent organisational skills and strong attention to detail.
• Ability to manage competing priorities and work independently.
• Strong written and verbal communication skills.
• A professional, proactive and client-focused approach.
• Interest in developing technical knowledge and progressing towards a Junior Paraplanner role.

Responsibilities

• Updating Client Fact Finds and CFRs.
• Maintaining accurate client records and updating Salesforce.
• Processing new business applications and associated documentation.
• Preparing illustrations and financial planning documents.
• Assisting the Paraplanner with file notes and transfer case administration.
• Ensuring client documentation is accurate, complete and processed efficiently.
• Providing general administrative and technical support to Financial Advisers and the wider team.
• Supporting the delivery of financial planning services and client service standards.

Skills

Financial services administration

Salesforce

My Practice

Sofi AI

FE Analytics

IBusiness

Organisational skills

Attention to detail

Time management

Communication skills

Tools

Salesforce

My Practice

Sofi AI

FE Analytics

IBusiness

Job description

Financial Divisions in Northampton is seeking a Financial Administrator with a clear progression path toward a Junior Paraplanner role. The role offers hybrid/remote options and a 9-month maternity cover, with salary £27,000–£35,000 FTE depending on experience.

You will support advisers, update CFRs and client records, prepare illustrations and documents, and gain exposure to Salesforce, My Practice, Sofi AI, FE Analytics and IBusiness, while developing technical knowledge in a family-run