Remote ReadHER

Financial Planning Administrator / Trainee Paraplanner

CB3 Associates Ltd

Salary
£28,000–£30,000 per year (est.)
Hours
Not stated
Location policy
Fully remote (UK)
Date added
5 Aug 2026
Applications close
20 Aug 2026

A fully remote administrator role supporting a team of Financial Advisers, with a real path into training as a paraplanner. They want someone who already has IFA or wealth management admin experience.

This role supports a team of Financial Advisers at a growing financial planning business, working 100% remotely. What makes it stand out is the progression built in: it's a genuine route from administration into training as a Paraplanner, so it suits someone who wants their next role to lead somewhere.

What you'll be doing

  • Supporting a team of Financial Advisers with day to day administration
  • Working within a clear progression pathway toward a Trainee Paraplanner role
  • Working fully remotely as part of a financial planning team

What they're asking for

  • Existing experience within an IFA, Wealth Management or Financial Services environment
  • Genuine interest in developing a long-term career in financial planning
  • Comfortable working independently in a remote role

One to flag: this one specifically wants candidates who already have IFA or wealth management admin experience, so it's not an entry point into the sector. Fully remote, salary estimated at £28,000–£30,000 a year.

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