Graduate Financial Planning Administrator

3 weeks ago

London, United Kingdom Recruitment Rebellion Full time

**Are you a recent numerical graduate seeking a career in financial advice within a truly independent financial planning practice? If so, we would like to hear from you.**

We can provide varied responsibilities to be empowered beyond your job title while becoming an accomplished paraplanner.

**Opportunity**

We are a growing boutique financial planning firm looking for a paraplanner to join our dynamic team looking after genuinely HNW clients (typically £5m investable assets). We treat all our clients as individuals, working closely with them and developing long-term relationships based on trust.

Joining our team would be a chance to work on all aspects of financial planning, being part of a cohesive team with an entrepreneurial mindset.

We provide a supportive environment investing in staff training, development and encouragement to chartered financial planner status.

**About the Role**

We offer the opportunity to sit in on client meetings, build cash flow models, undertake technical analysis, write reports, and provide first-class client support. We'll help you develop technical and soft skills to enable your success and achieve your own goals.

Responsibilities will include:

- Providing detailed, accurate and relevant information to the financial planners concerning specific customer requirements, responsibilities will include:

- Evaluating providers and products
- Researching funds and asset allocation modelling
- Cash flow modelling
- Preparation of suitability reports for discussion with financial planners
- Preparing and maintaining compliant client files
- Liaison with providers, clients and industry professionals
- Preparation of regular client reviews
- Implementing recommendations

**Essential Criteria**
- **A recent graduate, ideally in a numerical/analytical subjec**t
- Commitment to do CII exams to complete the Diploma in Regulated Financial Planning and beyond

**Desirable Criteria**
- Some experience in wealth management or a financial adviser environment
- Well organised, can prioritise effectively and has attention to detail. Can handle multiple tasks at the same time
- Good understanding of Word, Excel & PowerPoint
- Good initiative and can find a way to get the answer if no one is around
- Positive attitude, can-do approach
- Ability to interact with high-net-worth individuals in a confident, professional and natural manner

**Additional Information**

As this is a training role, it is intrinsically office-based., although we offer work from home on Fridays.

The nature of the role, training and colleague liaison requires easy access to the office.

**Salary & Benefits**
- Basic salary: c.£30,000
- Holiday: 25 days
- Pension
- Generous discretionary Bonus
- Tailored training programme through to chartered financial planner status,
- Exam costs for the first sitting of each exam

**About the Company**

**Allonby + Partners** is a boutique financial planning firm based in the West End of London, providing independent financial planning and investment advice for private individuals, families and trustees. Our clients often engage us for support during pivotal moments in their lives, such as business sales, approaching retirement, divorce or inheritance planning.

We develop long-term relationships with our clients, adding value by understanding their financial objectives and concerns.

Please view our website for more information about our company and philosophy.

**Keywords**:paraplanner, financial planning assistant, assistant financial planner, client support, graduate trainee

**NO AGENCIES PLEASE**

We are using **Recruitment Rebellion** to run and organise the response for this advert. Please do not contact us if you are a recruiter.

**Job Types**: Full-time, Permanent

**Salary**: £30,000.00-£35,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: One location

Reference ID: AP.GTP

  • Financial Planning Administrator

    6 days ago

    Central London, United Kingdom Progress Financial Planning Full time

    Experienced financial planning administrator or support person required for our established and friendly IFA firm in central London. There is huge potential in this role. Hybrid working 3 days in the office. Salary from £40,000. Are you an experienced IFA or financial planning administrator? Can you turn your hand to the many tasks involved in the daily...

  • Graduate Ifa Administrator

    4 weeks ago

    City of London, United Kingdom Augustine Financial Planning Full time

    Graduate Trainee required. Start your career in Wealth Management and build your future career with an established and forward-thinking City firm. Are you ready to launch your career in the challenging world of financial planning? The opportunities and prospects in this industry are second to none join us and take your career all the way to the top! Do you...

  • Graduate Ifa Administrator

    4 weeks ago

    London, United Kingdom Financial Divisions Full time

    **plus definite career progression, benefits listed below** My client a boutique financial planning and wealth management firm is creating an amazing opportunity for a progressive graduate to join them. This truly is a golden ticket to start your career within this sector and progress into paraplanning with fullstudy support, mentoring and...

  • Graduate/junior Financial Planning Assistant

    1 month ago

    London, United Kingdom Financial Divisions Full time

    My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a Junior/Graduate Financial Planning Assistant to support the Advisers and Paraplanners. You will be supporting the advisers in the Company with administration across pensions, investments, and protection. The role is varied, and you will...

  • Graduate Investment Banker

    3 weeks ago

    London, United Kingdom Graduate Financial Recruitment Full time

    Are you ready to embark on an exhilarating adventure that will shape your finance career? Prepare to soar to new heights as you join our prestigious investment banking firm as a Graduate Investment Banking Analyst. With an adrenaline-fueled environment and unmatched opportunities for growth, this is your ticket to professional success! About Us: We are the...

  • Graduate Investment Banker

    2 weeks ago

    London, United Kingdom Graduate Financial Recruitment Full time

    Job DescriptionAre you ready to embark on an exhilarating adventure that will shape your finance career?Prepare to soar to new heights as you join our prestigious investment banking firm as a Graduate Investment Banking Analyst. With an adrenaline-fueled environment and unmatched opportunities for growth, this is your ticket to professional success!About...

  • Graduate Investment Banker

    7 days ago

    London, United Kingdom Graduate Financial Recruitment Full time

    Job Description Are you ready to embark on an exhilarating adventure that will shape your finance career? Prepare to soar to new heights as you join our prestigious investment banking firm as a Graduate Investment Banking Analyst. With an adrenaline-fueled environment and unmatched opportunities for growth, this is your ticket to professional success!...

  • Graduate Investment Banker

    1 month ago

    London, United Kingdom Graduate Financial Recruitment Full time

    Are you ready to embark on an exhilarating adventure that will shape your finance career?Prepare to soar to new heights as you join our prestigious investment banking firm as a Graduate Investment Banking Analyst. With an adrenaline-fueled environment and unmatched opportunities for growth, this is your ticket to professional success!About Us:We are the...

  • Graduate Investment Banker

    4 weeks ago

    London, United Kingdom Graduate Financial Recruitment Full time

    Are you ready to embark on an exhilarating adventure that will shape your finance career? Prepare to soar to new heights as you join our prestigious investment banking firm as a Graduate Investment Banking Analyst. With an adrenaline-fueled environment and unmatched opportunities for growth, this is your ticket to professional success! About Us: We are the...

  • Administrator - Financial Administrator

    3 weeks ago

    Uxbridge, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus. Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions,...

  • Graduate Investment Banker

    1 month ago

    London Area, United Kingdom Graduate Financial Recruitment Full time

    Are you ready to embark on an exhilarating adventure that will shape your finance career?Prepare to soar to new heights as you join our prestigious investment banking firm as a Graduate Investment Banking Analyst. With an adrenaline-fueled environment and unmatched opportunities for growth, this is your ticket to professional success!About Us:We are the...

  • Graduate Investment Banker

    4 weeks ago

    London Area, United Kingdom Graduate Financial Recruitment Full time

    Are you ready to embark on an exhilarating adventure that will shape your finance career? Prepare to soar to new heights as you join our prestigious investment banking firm as a Graduate Investment Banking Analyst. With an adrenaline-fueled environment and unmatched opportunities for growth, this is your ticket to professional success! About Us: We are the...

  • Financial Advisor

    8 hours ago

    London, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...

  • Financial Administrator

    3 weeks ago

    Uxbridge, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus. Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions,...

  • Financial Advisor

    7 days ago

    London, United Kingdom Quilter Financial Planning Full time

    Job Description Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented...

  • Financial Advisor

    1 month ago

    London, United Kingdom Quilter Financial Planning Full time

    Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    3 weeks ago

    London, United Kingdom Quilter Financial Planning Full time

    Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    4 weeks ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    1 month ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    1 month ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...