Financial Administrator to Paraplanner - London, Up to £37,000 + Full Study Support + Hybr

We''re delighted to be supporting a well-established and growing independent financial planning firm as they look to welcome a Financial Administrator into their team. This role requires 3 days per week working from their office in London, and 2 days working from home.Our client is a sociable and supportive office where people genuinely enjoy working together. They take their work seriously - but not themselves. It''s a professional environment with high standards, strong compliance processes and a real focus on client care, balanced with a friendly culture and excellent benefits.If you enjoy being the person who keeps everything organised, on track and running smoothly, you''ll feel right at home here.The RoleProvide key administrative support to Advisers and Paraplanners, ensuring all client records are accurate, up to date and fully compliantTake ownership of cases from start to finish - understanding the advice given rather than simply processing paperworkPrepare and submit applications to providers in line with company and regulatory requirementsProcess fund switches, withdrawals, and Letters of Authority (LOAs), and gather relevant plan informationUpdate valuations and maintain accurate client files and back-office systemsManage ongoing client review processes, including preparing meeting documentation and processing follow-up actionsContribute to month-end reporting and maintain clear workflow/task updatesLiaise with providers, clients, and internal teams, keeping all ..... full job details .....