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We’re currently working with a highly regarded and forward-thinking financial planning firm in Bristol that’s looking to recruit an experienced Paraplanning Administrator. This is a fantastic opportunity to join a supportive and professional team, playing a key role in the end-to-end administration of the financial advice process, with a particular focus on new business processing.
As a Paraplanning Administrator, you’ll support paraplanners and advisers in delivering a seamless client experience. You'll be responsible for managing the submission and tracking of new business applications, liaising with providers, and maintaining accurate client records throughout the process.
About You:
* Previous experience in a financial planning or wealth management environment
* Strong knowledge of new business submission and processing
* Excellent attention to detail and organisational skills
* Confident communicator, comfortable liaising with providers and clients
* Experience with Intelligent Office or similar systems (desirable)
What’s on Offer:
* Competitive salary based on experience
* Discretionary bonus and strong benefits package
* Supportive working culture with long-term development opportunities
If you're an experienced administrator in financial planning and have a solid track record in new business processing, we’d love to hear from you. Apply today or get in touch for a confidential conversation.
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