3 senior paraplanner jobs found in London

Are you highly organised, detail-driven, and motivated by helping clients receive exceptional financial advice? We're looking for a proactive Senior Administrator to join a growing financial planning team. This is a pivotal role working closely with advisers and paraplanners to ensure clients receive a seamless, professional, and well-coordinated service. If you thrive in a fast-paced environment, enjoy variety in your day, and take pride in delivering outstanding client support, this could be the perfect next step in your career. About the Role As an IFA Administrator, you will be at the heart of the advice process. You'll manage client reviews, coordinate documentation, support advisers, and ensure our back-office systems are accurate and up to date. You'll also be a key point of contact for clients, helping maintain strong relationships and ensuring their needs are met promptly and professionally. This is a diverse and rewarding position with real influence over the...

Senior IFA Administrator London - Mayfair £37,000 - £45,000 (depending on experience) Hybrid working (2 days from home) Client Overview This opportunity sits within a well-regarded private client wealth planning firm with offices in Cambridge, Norwich and London. The business combines the feel of a boutique independent financial planning firm with the backing of a wider investment and asset management group. The London office supports high-net-worth clients and plays an important role in maintaining some of the firm's most established client relationships. This role would suit an experienced IFA Administrator who enjoys working closely with advisers, collaborating with paraplanners and being part of a professional yet supportive team environment. Role Details Supporting one of the firm's most experienced advisers alongside one other IFA Administrator. Preparing client meeting packs and ensuring all documentation is accurate and compliant. Processing new...

A well-established St. James's Place (SJP) Partner Practice is looking to recruit an experienced SJP Administrator / Junior Paraplanner to join their team in a fully remote role . This remote SJP role offers excellent flexibility and would suit someone with previous SJP experience who enjoys supporting advisers, preparing client meetings and working with Voyant cashflow modelling within an SJP advice environment . The role is part time (20-25 hours per week) and fully remote , offering a salary of £35,000 - £40,000 FTE depending on experience . Key Responsibilities • Preparing client meeting packs including agendas, analysis, reports and publications • Supporting advisers within the SJP advice framework • Preparing annual review documentation for SJP client meetings • Completing meeting follow ups including CFR updates, drawdown review letters and ongoing advice letters • Business submission through SJP systems • Processing fund switches...