Financial Administrator
5 days ago
Financial Administrator / Trainee Paraplanner
Location:
Fleet, Hampshire
Salary:
£28,000 – £32,000 (DOE)
Employment Type:
Full-Time, Office-Based
About Us
We are a small but growing financial planning firm based in Fleet, Hampshire. As our client base continues to expand, we are looking for a motivated and detail-oriented individual to join our close-knit team. This is an excellent opportunity for someone with a financial background who is keen to develop their career within the financial planning profession.
The Opportunity
This role is ideal for someone with around 2-3 years' experience in a financial environment, although we are open to considering candidates with less experience if they demonstrate strong potential. As a Financial Administrator / Trainee Paraplanner, you will receive full support towards gaining the Level 4 Diploma in Regulated Financial Planning and building a long-term career pathway.
Key Responsibilities
• Cashflow modelling to support client recommendations
• Preparing financial illustrations and review documents for client meetings
• Acting as a first point of contact for new clients
• Processing sales and trades accurately and efficiently
• Liaising with investment and pension providers
• Onboarding new clients and managing required documentation
• Managing advisers' diaries and assisting with coordination of client reviews
• Day-to-day running of the office, ensuring smooth operations
What We're Looking For
• A financial background (approx. 2-3 years' experience preferred)
• Strong organisational skills and excellent attention to detail
• Confident communication skills and a proactive, positive attitude
• A genuine interest in financial planning and developing into a paraplanner role
• Ability to work effectively as part of a small, collaborative team
What We Offer
• Competitive salary of £28,000–£32,000 (depending on experience)
• Pension scheme
• Generous holiday entitlement
• Full support towards the Level 4 Diploma in Regulated Financial Planning
• Career development opportunities within a growing business
• A friendly, supportive working environment
How to Apply
If you're enthusiastic about building a career in financial planning and want to grow with a supportive team, we'd love to hear from you. Please submit your CV and a brief cover letter explaining why you believe you'd be a great fit for this role.
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