Romilly Financial
Financial Planning Administrator/Trainee Paraplanner
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Job Description
Benefits
- Fully funded exams appropriate to your role
- Time off for exams/revision (subject to prior agreement)
- Healthcare Plan (after probationary period)
- Discretionary Bonus Scheme
- Relaxed Office Environment
- Early 1pm finish on a Friday
About Us
We are a small, independent financial planning firm committed to providing high-quality, personalised advice to our clients. Our close-knit team prides itself on building long-term relationships and delivering exceptional client service.
Due to continued growth, we are looking for an experienced Financial Services Administrator who is eager to develop their career and progress into a Paraplanner role.
The Opportunity
This is an excellent opportunity for an individual with previous experience in financial services administration who is looking to take the next step in their career. You will initially support our advisers through a range of administrative and client servicing duties while receiving training, mentoring, and exposure to technical aspects of financial planning with a view to becoming a Paraplanner.
Key Responsibilities
Administration Duties
- Provide administrative support to Financial Advisers and the wider team.
- Process new business applications and monitor progress through to completion.
- Prepare and maintain accurate client records using the firm’s CRM system.
- Liaise with product providers, platforms, and clients regarding policy information and servicing requests.
- Manage adviser diaries, client meetings, and review schedules.
- Prepare client review packs and meeting documentation.
- Ensure all client files are maintained in line with regulatory and compliance requirements.
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Development Towards Paraplanning
- Assist in gathering and analysing client information.
- Support the preparation of suitability reports and recommendation documents.
- Conduct product and provider research.
- Develop technical knowledge across pensions, investments, protection, and retirement planning.
- Work closely with advisers and experienced paraplanners to build technical and analytical skills.
- Progress towards taking responsibility for report writing and research activities.
Skills and Experience
Essential
- Previous experience working within a financial advice, wealth management, or financial planning environment.
- Strong administration and organisational skills.
- Excellent attention to detail and accuracy.
- Good communication and client service skills.
- Proficient in Microsoft Office applications.
- A genuine interest in financial planning and personal development.
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Desirable
- Experience using industry platforms and back-office systems.
- Progress towards or completion of relevant professional qualifications (e.g. CII Level 4 Diploma or equivalent).
- Previous exposure to pensions, investments, or protection products.
- Experience assisting with research or suitability report preparation.
Personal Attributes
- Ambitious and motivated to develop into a Paraplanner.
- Professional and client-focused.
- Strong analytical and problem-solving skills.
- Positive attitude and willingness to learn.
- Able to work independently while contributing to a small team environment.
If you are currently working in financial services administration and are looking for a role that offers genuine career progression into Paraplanning, we would be delighted to hear from you.
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