Client Services Administrator

Structured training into paraplanning Exposure to suitability reports and advice support Technical development in a regulated environment Strong team culture and incentives

If you are looking to move beyond administration into a more technical financial planning role, this Trainee Paraplanner position offers a clear and supported pathway. You will work closely with advisers and paraplanners, gaining exposure to research, report writing and the advice process.

This role is designed for progression into a full paraplanner position. You will build technical knowledge, develop report writing skills and gain a deeper understanding of financial planning recommendations within a structured, compliant environment.

Package & Benefits

• Salary £26,000-£30,000 per annum, depending on experience.
• Fully office-based role with free on-site parking and good transport links.
• Smart casual working environment within a structured financial services setting.
• Regular social events and team incentives throughout the year.
• Three major company-wide events per year focused on team engagement.
• Monthly team targets with performance-linked incentives.
• 25 days holiday.
• Pension scheme.

About the Company

You will be joining an established financial services business focused on delivering consistent, compliant and client-focused outcomes. The environment is structured and professional, with a strong emphasis on accuracy, teamwork and long-term client relationships.

Key Responsibilities

• Support the preparation of suitability reports and financial planning recommendations.
• Conduct research on pensions, investments and financial products to support adviser recommendations.
• Assist paraplanners and advisers with technical analysis and case preparation.
• Maintain accurate client data and ensure documentation meets compliance standards.

About You

• Experience in financial services administration or client servicing roles.
• Exposure to financial planning, pensions, investments or regulated financial products.
• An interest in progressing into paraplanning or technical financial services roles.

If you are looking to move into a more technical financial planning career, even if your CV is not fully up to date, we would welcome a conversation. Contact Fintelligent for more information or a confidential discussion.