Financial Planning Admin — Path to Paraplanner
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-17
Listing for:
Jenson Fisher Consulting Ltd
Full Time
position Listed on 2026-01-17
Job specializations:
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Administrative/Clerical
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Finance & Banking
Job Description & How to Apply Below
A global Wealth Management firm is seeking a Financial Planning Administrator to join their prestigious US Family Office team. The role requires 12-18 months of experience in a Wealth Management setting, focusing on onboarding clients and ensuring high-quality service. Responsibilities include preparing documentation, guiding clients through requirements, and liaising with external partners. This position offers a competitive salary up to £40k and the potential for growth towards a Paraplanner role within two years.
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