Senior Financial Administrator, Wealth Management, Harrow, Up to

Financial Divisions; United Kingdom; Hybrid; GBP 31,000 - 37,000; Full time

Job summary

A leading financial advisory firm in the UK seeks a Senior Administrator or Part-Qualified Paraplanner. The role involves supporting advisers with client documentation, conducting research, and ensuring compliance. Candidates should have a Level 4 Diploma in Financial Planning or be working toward it. The position offers a salary of up to £37,000, full study support, and hybrid working options for the right individual.

Benefits

Study support

Discretionary bonus

Career mentorship

Qualifications

• Part-qualified or working toward financial planning qualifications.
• Experience in IFA administration or technical support roles.
• Strong attention to detail and organizational skills.

Responsibilities

• Draft suitability reports and client recommendation letters.
• Conduct product and fund research for clients.
• Ensure accurate and compliant client documentation.

Skills

Attention to detail

Organizational skills

Client-focused approach

Education

Level 4 Diploma in Financial Planning (CII or equivalent)

Job description

Employment Type: Full-Time Hybrid or Office-BasedSalary: Up to GBP37,000, Study Support, Excellent Benefits

Are you a detail-driven, part-qualified paraplanner or experienced senior administrator looking to step up your career within a successful St. James's Place Partner Practice?

This is an exciting opportunity to join a professional, close-knit team in Harrow, offering structured career development, full study support, and the chance to work closely with experienced financial advisers in a well-established and client-focused environment.

The Role:

As a Senior Administrator or Part-Qualified Paraplanner, you will play a pivotal role in supporting advisers and paraplanners to ensure a seamless and compliant advice process. This role is ideal for someone looking to transition fully into paraplanning while continuing to build on strong administrative foundations.

Key Responsibilities:

• Assist in drafting high-quality suitability reports and client recommendation letters
• Conduct product and fund research across pensions, investments, and protection
• Liaise with advisers and administrators to gather key client information
• Ensure accuracy and compliance across client files and documentation
• Use SJP-approved systems and platforms to manage cases and processes
• Keep up to date with FCA regulations and industry developments
• Provide administrative and technical support across the client lifecycle

What We're Looking For:

• Working toward (or part-qualified in) Level 4 Diploma in Financial Planning (CII or equivalent)
• Experience in a senior IFA administration or technical support role
• Strong attention to detail and excellent organisational skills
• Comfortable working in a fast-paced, client-focused environment
• Previous experience in a St. James's Place Partner Practice is advantageous

What's On Offer:

• Salary up to GBP37,000 (dependent on experience)
• Discretionary bonus and full study support
• Mentorship and clear progression to full paraplanner or adviser role
• A collaborative, supportive, and professional environment
• Hybrid working options available (post-probation)

If you're looking for a career-defining opportunity within a prestigious and growing SJP Partner Practice, we'd love to hear from you.

To apply, please send your CV to Sam at Financial Divisions.