Junior Wealth Planning Paraplanner — Hybrid, London

Financial Divisions; Greater London; Híbrido; GBP 30 000 - 42 000; Tempo integral

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Paraplanning

Financial planning

Attention to detail

XPlan

Ferramentas

XPlan

CRM systems

Descrição da oferta de emprego

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.