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Direct message the job poster from Financial Divisions Senior Partner at Financial Divisions: Recruiting Private Client Wealth Management Professionals (Advisers/Planners, Paraplanners & Support staff)Administrator/Junior Paraplanner – Wealth Management (Remote) Location:Remote (occasional travel to London, once every two months) Are you a detail-driven financial planning administrator ready to take a step forward in your technical career? An award-winning, forward-thinking independent financial planning firm is seeking a Administrator/junior Paraplanner to support its expanding advisory team. With a modern and client-first approach to financial planning, this business offers a refreshing alternative to traditional advice models—transparent, fixed fees, and a genuine commitment to work/life balance. The Role You will work directly with the partners—two highly experienced Chartered/Certified Financial Planners and your primary focus will be to ease adviser workloads by preparing high-quality technical documentation, freeing them up to serve more clients. Key Responsibilities: 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 Additional Duties: Assist with transactions on provider platforms Help manage day-to-day financial planning administration tasks About You We’re looking for someone reliable, proactive, and technically adept—a natural problem solver who thrives on detail and values getting things right the first time. You enjoy working independently in a flexible environment and are excited about becoming a key part of a small, ambitious team. You’ll likely have: 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 CV to Seniority levelSeniority level Associate Employment typeEmployment type Full-time Job functionJob function Administrative and Strategy/Planning Referrals increase your chances of interviewing at Financial Divisions by 2x Get notified about new Paraplanner jobs inLondon Area, United Kingdom . City Of London, England, United Kingdom £40,000.00-£55,000.00 1 week ago Trainee Financial Advisor - Mauritius BasedLondon, England, United Kingdom 3 weeks ago London Area, United Kingdom $100,000.00-$110,000.00 1 week ago London, England, United Kingdom 1 week ago Greater London, England, United Kingdom 4 days ago London, England, United Kingdom 1 day ago London, England, United Kingdom 1 month ago London, England, United Kingdom 1 month ago London, England, United Kingdom 1 month ago London, England, United Kingdom 1 month ago Greater London, England, United Kingdom 1 day ago Senior Legal Executive Assistant - Part-time (3 days a week)London, England, United Kingdom 6 days ago Volunteer Secretary to Charity Board and CEO | We Are Stronger CharityLondon, England, United Kingdom 2 weeks ago Greater London, England, United Kingdom 2 weeks ago Temporary Governance Officer – (Islamic Zakat Charity, Remote with occasional meetings in London), CIVITAS RECRUITMENTLondon, England, United Kingdom 4 days ago Volunteer Administrator Role (Remote) | Young Minders The BAME Home Education HubCroydon, England, United Kingdom 2 days ago London, England, United Kingdom 4 weeks ago Senior Assistant Company Secretary (12 Month FTC)London, England, United Kingdom 1 week ago Senior Administrator - Remote Working / Work from HomeLondon, England, United Kingdom 1 week ago Personal Assistant to Chief Executive OfficerSt Albans, England, United Kingdom 1 week ago London, England, United Kingdom 5 days ago Volunteer Secretaries for community-led environmental charity | East London Waterworks ParkLondon, England, United Kingdom 6 days ago London, England, United Kingdom 3 days ago Greater London, England, United Kingdom 4 days ago London, England, United Kingdom 2 months ago Greater London, England, United Kingdom 4 days ago Volunteer Charity Governance Lead | Supporting Humanity CharityWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr