Financial Administrator

Job Role: Financial Administrator

Location: Southampton

Salary: up to £30,000

Reference: 9826

Looking for a clear, structured route to becoming a Financial Adviser in the medium term?

Do you have experience in financial services administration/paraplanning but feel like your career progression has stalled or isn't outlined fairly?

If so, this could be the ideal opportunity for you.

Recruit UK is proud to be partnering with a highly respected financial planning firm that's known for delivering truly personal, client-first advice. They're offering a fantastic opportunity for an ambitious individual to begin their journey towards becoming a fully qualified Financial Adviser.

You'll start by supporting an experienced adviser, gaining hands-on experience across all areas of the advice process, from administration to paraplanning. Over time, you'll be mentored and trained to step into an advisory role, with a clear path to inheriting a client bank in the medium term. The firm will also support you in obtaining the necessary qualifications to become a fully authorised Financial Planner.

This is a rare chance to join a company with an outstanding reputation, a supportive culture, and a genuine commitment to developing talent from within.

Responsibilities:

• Provide administrative support to Advisers, including preparing documentation, processing applications, and maintaining accurate client records
• Assist with gathering and analysing client information to support the preparation of financial plans
• Liaise with product providers to obtain policy information, valuations, and illustrations
• Support with the preparation of suitability reports and investment reviews
• Take part in regular mentoring sessions with senior advisers to develop technical knowledge and client relationship skills
• Gradually increase client-facing responsibilities, moving towards full advisory duties

What's on offer:

• Salary up to £30,000 bonus and clear earning progression
• Support to obtain Level 4 Diploma in Regulated Financial Planning
• Clear route from administration to full client-facing financial advice
• Mentorship from highly experienced financial planner
• Free on-site parking and hybrid working once established

About you:

• Minimum 1 year Financial Services Administration experience
• Progress towards industry exams (desirable)
• Looking for a long-term career in financial advice with a clear development pathway
• Comfortable working in-office most of the week, with some flexibility available
• Great attention to detail and time management skills
• A team player who is looking to work with their colleagues to provide a high quality service to clients

If you're ready to take the next step in your financial services career with structured development, genuine support, and a clear pathway to advice, this could be the perfect opportunity for you.

Apply today or get in touch to learn more.