Overview
Paraplanning Administrator | £28,000-£32,000 | Bristol | Office-Based | Financial Services
We are recruiting on behalf of a growing Bristol-based wealth management firm that has created a new Paraplanning Administrator role due to expansion. With the adviser team and client base growing, the business is strengthening its back-office operations to ensure continued high-quality client service. You will join a busy, collaborative team environment, supporting the onboarding of new clients and ensuring smooth processing of new business applications. The current admin function consists of a Team Leader, a part-time administrator, and an intern. This new role will bolster the back-office and provide support to a team of five Paraplanners. This is an ideal opportunity for a career administrator who thrives in a fast-paced environment or someone looking to progress toward a Paraplanner role.
Responsibilities
* Processing new business applications accurately and efficiently
* Liaising with providers and advisers to ensure timely onboarding
* Maintaining accurate records and documentation
* Supporting the wider Paraplanning team with administrative tasks
* Handling client documentation and correspondence with attention to detail
What We're Looking For
* Strong experience in financial services administration, particularly new business processing
* Solid understanding of financial products including pensions, investments, and protection
* Confident working independently and managing competing priorities
* Excellent communication and organisational skills
* Ability to remain calm under pressure and thrive in a high-paced environment
Salary and Benefits
* £28,000-£32,000 depending on experience
* Group Life Cover and Income Protection from day one
* Additional benefits after probation including Private Medical Insurance, Health Cash Plan, and Cycle to Work scheme
* Pension scheme with up to 5% employer contribution (matched via salary exchange)
* 25 days holiday plus bank holidays, a day off for your birthday, and a day for charity or community work
If you're looking to be part of a fast-growing firm where you can make a meaningful impact, we'd love to hear from you.
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