Financial Planning Admin - Path to Paraplanner

Jenson Fisher Consulting Ltd

A global Wealth Management firm is seeking a Financial Planning Administrator to join their prestigious US Family Office team. 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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Financial Planning Admin - Path to Paraplanner

Jenson Fisher Consulting Ltd

Updated 1 month ago
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England 📅 2026-04-11

About this role

A global Wealth Management firm is seeking a Financial Planning Administrator to join their prestigious US Family Office team. This position offers a competitive salary up to £40k and the potential for growth towards a Paraplanner role within two years.

About the Company

Jenson Fisher Consulting Ltd is a global Wealth Management firm renowned for its high-quality financial services.

Key Highlights

  • Salary up to £40k, reflecting competitive industry standards.
  • Clear growth pathway to a Paraplanner role within two years.
  • Join a prestigious US Family Office team, enhancing your professional network.
  • Opportunities for skill development in a supportive environment.

💡 Honest Take: This role offers solid entry-level prospects in financial planning, but the transition to a Paraplanner role may depend on individual performance and company needs.

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