Senior Administrator to Junior Paraplanner -North London/Hybrid - £35K-£40K +Annual Bonus & Benefits

Are you an experienced Financial Administrator looking for a genuine pathway into paraplanning within a modern, fast-growing financial planning firm?

This is an outstanding opportunity to join a highly successful, independent wealth management business founded by two Advisers and over 20 years' combined advisory experience. Having launched just six months ago, the firm is already supporting 75 clients and £80m AUM, with exceptional momentum and a reputation built on trust, transparency, and high-quality advice.

You will be joining a close-knit team of two Advisers and a Diploma-qualified Paraplanner, working in a collaborative environment where development, progression, and professional growth are genuinely supported.

This role offers a clear route into a Junior Paraplanner position, full study support, and exposure to high-quality financial planning work from day one.

The Role

You will play a key role in supporting the Advisers and Paraplanner, ensuring a seamless client journey and contributing to the firm's continued growth.

• Provide day-to-day administrative support to Advisers
• Process new business across pensions, investments, and protection
• Prepare client review packs, valuations, and documentation
• Liaise with providers and clients to obtain information and progress cases
• Maintain accurate CRM and back-office records (I.O)
• Assist with technical research and suitability report preparation
• Support compliance and regulatory processes
• Deliver exceptional client service throughout the advice process

About You

• Experience within an IFA or wealth management environment
• Diploma qualified (Level 4) or working towards completion
• Strong understanding of pensions, investments, and the advice process
• Excellent organisational skills and high attention to detail
• Confident communicator with a professional, client-focused approach
• Ambitious, proactive, and keen to progress into paraplanning

What's On Offer

• £35,000 - £40,000 base salary
• Annual bonus
• Clear progression into a Junior Paraplanner role
• Full study support and exam funding
• Supportive, approachable leadership team
• 5 days in office initially, with hybrid flexibility after training
• Opportunity to join a rapidly growing, forward-thinking firm

If this opportunity is of interest, please send your CV to Laura at Financial Divisions: