This Paraplanning Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm. You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners. As a Paraplanning Administrator, your duties will include: * Produce simple suitability letters and non-complex reports * Assist Paraplanners with gathering research and documentation for reports, recommendations and suitability letters. * Ensure all compliance paperwork is completed * Prepare application forms and paperwork required for the advice process * Process and manage standard and more complex new business and servicing through to completion * Chase progress of applications and inform the Financial Advisers should any issues arise * Process any servicing changes to clients’ investments * Prepare client portfolio valuations and review documents * Hold regular meetings with your Paraplanners and Financial Adviser to discuss ongoing and upcoming cases Paraplanning Administrator Requirements * You must have experience within a financial planning firm and have supported Financial Advisers * You should have knowledge of financial planning products and the client process * You will ideally hold RO1 or CF1 * You must have excellent numeracy and literacy skills (GCSE grade...