Paraplanning Administrator South Bristol- Free Parking Were looking for a detail-driven Paraplanning Administrator to join a growing wealth management team. This role is all about supporting Financial Planners and Paraplanners in delivering high-quality client service and ensuring recommendations are implemented smoothly and accurately. What youll be doing: Preparing client documentation, suitability letters and reports Processing new business, applications, transfers and payments Coordinating with advisers, paraplanners, and providers to keep workflows on track Maintaining client records and ensuring compliance with regulatory standards Supporting client reviews and meetings with accurate documentation What were looking for: Experience in financial planning or investment management administration Ideally CF1/RO1 (or equivalent) Strong organisational skills and attention to detail Confident using Word, Excel, and CRM systems A proactive, client-focused approach This is a great opportunity to develop your career within a supportive environment, working closely with experienced professionals while contributing to a first-class client experience. ?? Based in South Bristol | Competitive salary up to £35k & benefits Interested? Get in touch today to find out more.