About the Company

We are a friendly, close-knit financial planning firm dedicated to helping clients make the most of their money through tailored financial advice and outstanding service. We pride ourselves on building lasting relationships, delivering practical solutions, and creating a supportive environment where team members can develop and progress their careers.

Purpose of the Role

This is a varied dual role position combining client services administration with trainee paraplanning responsibilities. You will work closely with Financial Planners, Paraplanners, and the wider team to ensure clients receive a professional, efficient, and high-quality service. The role is ideal for someone looking to build a long-term career in financial planning, with the opportunity to develop technical knowledge and progress into a Paraplanner or Financial Planner role.

Key Responsibilities

Client Services Duties

• Act as first point of contact for client enquiries by phone and email.
• Maintain and update client records on CRM systems (e.g. XPLAN) and provider platforms.
• Process new business applications, withdrawals, fund switches, top-ups, rebalances, and policy servicing requests accurately and efficiently.
• Send Letters of Authority (LOAs) to providers and follow up outstanding information.
• Prepare and issue client documentation via DocuSign and post.
• Arrange client annual review meetings and manage adviser diaries.
• Contact prospective new clients and arrange introductory appointments.
• Support the wider team with day-to-day administrative tasks.

Trainee Paraplanner Duties

• Prepare and check client fact finds and supporting documentation.
• Gather and analyse information on clients’ existing pensions, investments, and protection plans.
• Assist with research into suitable financial planning solutions based on client objectives.
• Prepare suitability reports and recommendation packs for review by Financial Planners.
• Produce portfolio valuations, performance reports, and review meeting packs.
• Support client review meetings with accurate and timely documentation.
• Ensure all files are complete, accurate, and compliant.
• Keep up to date with provider changes, tax rules, pensions, and investment markets.
• Work towards professional qualifications and continuous development.

Skills & Attributes

• Strong organisational and time management skills.
• Excellent attention to detail and accuracy.
• Strong written and verbal communication skills.
• Ability to prioritise workload and meet deadlines.
• Professional and confident manner with clients and stakeholders.
• Analytical mindset with the ability to assess information and compare options.
• Able to work independently and collaboratively within a team.
• Positive attitude with willingness to learn and develop.

Knowledge & Experience

• Previous experience in administration preferred.
• Understanding of the financial planning process desirable.
• Experience using CRM systems such as XPLAN advantageous.
• Knowledge of pensions, investments, and protection products beneficial.
• Working towards or interested in studying for the Level 4 Diploma in Financial Planning desirable.

What’s on Offer

• Cycle2Work
• Salary Sacrifice Pension Scheme
• Free staff mortgage application
• After successful completion of probation: Death in Service Benefit X4, P60 Earning Income Protection of 75%, Friendly and supportive team culture.
• Holiday entitlement of 22 days per calendar year, not including bank and public holidays (8 days).
• Career progression into Paraplanning.
• Support with professional qualifications after probation.
• Company social events.

Apply via the Apply To Position link, or use Apply Using LinkedIn or Indeed quick apply.