Paraplanner / senior IFA administrator

Financial Planning Today; Greater London; On-site; GBP 45,000 - 95,000; Full time

Benefits offered by this job

Bereavement leave

Company pension

Cycle to work scheme

Financial planning services

Sick pay

Job summary

Financial Planning Today in London is seeking an experienced office-based professional with direct wealth/IF A experience. The role involves client liaison, reporting, and support to directors, with a strong focus on Excel skills and initiative.

Candidates should have a mature CV in wealth/investment/pension areas and a track record in central London offices. The position is full-time, office-based at Chancery Lane with a pro rata option for shorter days.

Qualifications

• Proficient in Excel and MS Office is essential.
• Experience in wealth, pension or IFA environment highly desirable.
• Strong communication and client-facing skills.
• Ability to lead and train a small office team.
• Excellent organisational skills and attention to detail.

Responsibilities

• Liaise with clients and manage planning using Voyant.
• Compile client reports and gather information for reviews.
• Support directors with daily office operations and workflows.
• Oversee admin tasks including scheduling, correspondence, and client records on Intelliflo.
• Supervise staff, assist recruitment and onboarding when needed.
• Ensure FCA compliance and ad hoc reporting.
• Coordinate meetings, prepare agendas, and take minutes.

Skills

Excel

MS Office

Tools

Voyant

Intelliflo

Job description

Job Summary

The role is only open to applicants with direct experience, with very good excel skills and initiative.

This role is working directly with directors of the firm managing key clients, as well as ad hoc FCA reporting as needed.

The likely appointee will have a mature cv with a wealth/investment/IFA/financial planning firm, investment and pension based. It would also suit someone wishing to become a financial planner in time.

The appointee will have precise experience in and knowledge of our sector, and a history of office based employment in central London.

• This can be a flexible role for the right person: it could easily also suit a parent seeking short working hours to fit in with schools/childcare responsibilities, -eg a 9.30-2.30 working day, with a pro rata salary. It is five days per week, Monday to Friday.
• It is not a hybrid role, it is in our office in Chancery Lane.
• The ideal candidate will possess strong organisational skills, be proficient in excel, very numerate, and have a solid background in financial planning, investment, pensions or IFA firms.
• This role requires excellent communication abilities, client etiquette, initiative and ability to assume responsibility.

Responsibilities

• Liaising directly with clients, managing client planning via Voyant.
• Client management and reporting, review report drafting, information gathering.
• Supporting directors with daily office operations and efficient workflow.
• Manage administrative tasks including scheduling, correspondence, and record-keeping, including client records on Intelliflo.
• Supervise and train office staff when needed, fostering a collaborative team environment.
• Handle human resources functions such as recruitment, onboarding, and employee relations.
• Ensure compliance with FCA requirements, including some ad hoc reporting.
• Communicate effectively with team members and external stakeholders to facilitate operations.
• Organise meetings with clients, prepare agendas, and take minutes as required.

Qualifications

• Proven experience within a wealth, pension or IFA firm, adviser, planner, senior administrator, paraplanner or in a financial planning/IFA role.
• Proficiency in excel and MS Office is essential.
• Strong initiative and attention to detail in all tasks performed.
• Excellent client interpersonal communication skills.
• Demonstrated ability to manage a small team / office.
• Exceptional organisational skills with the ability to multitask and prioritise workloads.
• A proactive approach to problem-solving with strong decision-making capabilities.
• Read through our website to understand the work we do, how we think and our values.

You’ll probably be happy with kids, dogs, sports, discussing books you're reading, and travelling.

Job Types: Full-time, Permanent

Pay: £45,000.00-£95,000.00 per year

Benefits

• Bereavement leave
• Company pension
• Cycle to work scheme
• Financial planning services
• Sick pay

Application question(s)

• Do you live in commuting distance to Chancery Lane?
• Are you happy to commute to central London to work in-office?
• Have you worked within a wealth manager, financial planner or IFA?

Experience

• IFA or wealth management: 6 years (required)

Work Location

In person