Role Overview This role provides technical administrative support to a financial team, assisting with delivering financial planning services to clients.
The successful candidate will work closely with the Senior Administrator and has the potential to develop into a paraplanning role with access to training opportunities.
Main Responsibilities Provide high-level client service and build long-term relationships.
Attend meetings, take notes, and follow up on actions.
Process new business submissions and gather information for reviews.
Prepare client documents, including applications and portfolio adjustments.
Ensure client information is accurate and compliant with regulations.
Maintain an organised client files and handle follow-up tasks.
Adhere to Anti-Money Laundering and GDPR procedures.
Prepare agendas and assist with management information.
Address client queries professionally and promptly.
Requirements Experience in a financial services administration role, preferably with high-net-worth clients.
Proficiency with financial platforms and Microsoft Office, particularly Excel.
Studying towards Certificate in Paraplanning Familiarity with FCA rules and compliance procedures.
Relevant industry qualifications Strong organisational and client relationship-building skills.
Proactive, resilient, and able to manage changing priorities.
Attention to detail and a commitment to high-quality service.
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Junior Paraplanner/ Client Administrator, London
Free
Junior Paraplanner/ Client Administrator, London
United Kingdom, London, London,
Modified January 20, 2025
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The Graduate Project (TGP Recruitment) is a specialist provider of permanent and contract staff operating in over six sectors and has grown to become one of the UKâÂÂs leading graduate recruitment companies. The central London based consultancy has been established since 2013 and is still growing.
Through delivering a world leading service achieved by constant innovation and forward thinking, The Graduate Project has supported educated professionals to gain employment within private and public organisations.
The Graduate Project believe that helping high calibre candidates prepare for their future career is fundamental to the development of the business landscape. We understand the benefits that could be brought to clients through introducing graduates, sharing knowledge and developing a new generation of skilled talent.
ThatâÂÂs why The Graduate Project has helped hundreds of candidates from school leavers, to entry-level undergraduates, experienced graduates and seasoned professionals find their ideal role. We have fully established ourselves as a leading recruitment consultancy, meeting over a thousand graduates face to face every year.