Financial Administrator Route to Financial Adviser -London/Hybrid - £40,000 plus...

Plus: Bonus + Full Study Support

Are you currently working within Wealth Management as a Financial Administrator and looking for a business that can offer a genuine long-term pathway into financial advice?

This is an excellent opportunity for a Financial Administrator to join a highly successful and growing wealth management practice in London, where you’ll be part of a collaborative team, gaining broad exposure across the advice process and receiving hands-on mentoring from experienced professionals.

The business is ideally looking for someone with around 1-2 years’ experience within Wealth Management, who is either already Level 4 qualified or actively working towards the Diploma. Experience within an SJP environment would be advantageous, although this is by no means essential.

You’ll join a pooled team of 5 Administrators and Paraplanners, supporting advisers across a broad range of client work including pensions, investments, protection and financial planning administration. Over time, there will be clear progression into more technical responsibilities, paraplanning and ultimately a pathway into an Adviser position.

The firm offers a supportive and professional environment with full study support provided, making this an ideal move for someone ambitious who wants to build a long-term career within financial planning.

What’s on Offer

• Salary up to £40,000 depending on experience
• Annual discretionary bonus
• Full study support towards Level 4 Diploma
• Clear pathway into a Financial Adviser role
• 20 days holiday + birthday off (rising to 25 days) plus bank holidays and Christmas shutdown
• On-site gym access
• Hybrid working
• Auto-enrolment pension

This role would suit an ambitious and eager Financial Administrator to progress their career within financial planning, who enjoys working within a supportive team environment in a firm who will invest in you and your future.

If this opportunity is of interest, please send your CV to Harry at Financial Divisions