Senior Administrator / Junior Paraplanner

Job Title: Senior Administrator / Junior Paraplanner
Location: Hybrid - 2-3 days per week in office following training
Salary: £35,000 (negotiable based on experience)
Benefits: 30 days holiday + bank holidays, 8% pension, PMI, DIS, Share Incentives, Study Support, Bonus

We are working on behalf of a prestigious wealth management firm to find an exceptional Senior Financial Planning Administrator / Junior Paraplanner. This is a unique opportunity to join an elite, client-focused team that delivers high-quality wealth advice to High Net Worth (HNW) individuals.

As part of a high-performing pod, you’ll work closely with a Paraplanner, Investment Analyst, and two Senior Partners, providing critical support to both clients and internal stakeholders. This is not just another admin role—it’s a pivotal position that bridges operations and advice, offering clear progression toward full Paraplanning and eventual Client Manager responsibilities.

You will:

• Deliver seamless client service through high-quality administration and coordination

• Process new business applications and maintain accurate client records

• Liaise with external providers and ensure the timely execution of financial transactions

• Support the Paraplanner with research and client report preparation

• Take increasing ownership of technical work as you grow in the role

You’ll bring strong experience in a Financial Planning or Private Banking environment, particularly working with HNW clients. A sharp eye for detail, ability to manage competing priorities, and excellent communication skills are key. If you’re highly organised, driven, and thrive in structured, fast-paced settings, we want to hear from you.

We're especially keen to speak with candidates who:

• Are progressing towards (or already hold) Level 4 Diploma in Financial Planning

• Want to grow into a full Client Manager role with technical and client responsibility

• Understand or have experience with private client platforms, tax wrappers, trusts, and complex financial structures

• Structured progression into full Paraplanner and Client Manager responsibilities

• Flexible working hours and hybrid model (after a 6-week onboarding program)

• A close-knit and supportive working environment focused on excellence and career development

• Exposure to sophisticated HNW/UHNW clients and complex financial arrangements

This is more than a job—it’s a career-building opportunity in one of the most respected wealth management teams in the country.

Interested?
Apply today to confidentially discuss this role. We are acting as a recruitment partner on behalf of the client, and all applications will be treated with the strictest confidence.