Junior Paraplanner/IFA Administrator in London - Cranleigh Personnel

Junior Paraplanner/IFA Administrator – London, City

£33,000 – £40,000

9–5, hybrid (2 days from home)

Top Questions

• Are you an experienced IFA Administrator looking for hands-on exposure to paraplanning early in your career?
• Have you begun studying towards your Diploma and want strong support to continue progressing?
• Would you enjoy working in a busy, buzzy, collaborative team - working closely with Paraplanners and Advisers
• Are you keen to take on increasing responsibility and grow quickly in a technical paraplanning role?
• Would you like to become an Adviser down the line?

If so, we can help.

Client Overview

This is a boutique wealth planning firm in London City, with a close-knit team of eight. Paraplanning and administration sit at the heart of the business, giving you early exposure to technical work while learning directly from advisers. The role is perfect for someone ambitious who wants to progress quickly in a supportive, hands-on environment.

Our agency has had the pleasure of placing many happy candidates into this business, all of which are thriving.

Role Details

• Supporting advisers and paraplanners with client administration and documentation, ensuring meetings and follow-up work run smoothly
• Sitting in on client meetings early on, giving valuable exposure to paraplanning work and client interactions
• Preparing client files, maintaining accurate records, and assisting with technical tasks as experience grows
• Working alongside advisers and paraplanners on client work, building knowledge and skills rapidly
• Best suited to an experienced IFA Administrator who has started Diploma studies and is motivated to develop into paraplanning quickly

Benefits / Details

• Early exposure to paraplanning with a clear pathway to take on more technical responsibility quickly
• Boutique team of eight based in a modern WeWork office in London City
• Hybrid working: 9–5 with two days from home
• Salary £33,000 – £40,000 depending on experience
• 25 days holiday
• Financial support with professional studies

So, if the time feels right to move into a progressive practice where you can harness the opportunity to build technical paraplanning skills and be part of a collaborative team please apply and we can discuss the role in more detail.