GCB Recruitment
| Financial Administrator / Junior Paraplanner | £25,000 Basic | Medical Insurance + Career Progression |
Do you have a desire for a long-term career in financial services? And some financial services qualifications (or working towards)?
Due to continued growth and ongoing success, we are working with a highly respected firm of Financial Advisers who are looking to add a Financial Administrator / Junior Paraplanner to their team. This is a development-focused role, ideal for someone with strong attention to detail, a willingness to learn, and a genuine interest in financial planning and advice.
The Role
As a Financial Administrator / Junior Paraplanner, you will:
- Review client cases and supporting documentation submitted by Financial Advisers
- Assist in the preparation of suitability reports and planning documentation
- Provide administrative support to Financial Advisers and Paraplanners
- Ensure all client records are accurate, compliant, and up to date
- Liaise with providers and clients where required to obtain outstanding information
- Support the wider advice process to ensure smooth case progression
- Develop technical knowledge with a view to progressing into paraplanning
Financial Administrator / Junior Paraplanner requirements:
- Some financial services qualifications (or working towards)
- Strong interest in financial planning and long-term career development within the industry
- Excellent attention to detail and organisational skills
- Strong communication and customer service skills
- Proactive, reliable, and eager to learn
- Ability to work well within a team environment
What’s on Offer?
- £25,000 basic salary
- Pension scheme
- Private medical insurance
- Full training
- Clear career progression opportunity into a paraplanning role
- Supportive and professional working environment
- Exposure to all areas of financial planning and advice
- Working hours: Monday to Friday
- Full-time position
Apply Today!
If you are a motivated individual looking to start or develop your career in financial services as a Financial Administrator / Junior Paraplanner, we’d love to hear from you.
Apply now, and we will review your application within 48 hours. Suitable candidates will be contacted directly.
To apply for this job please visit www.reed.co.uk.
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