Job Description
Job Title: Paraplanning Administrator (Senior Administrator)
Industry: Financial Services
Location: Weston Super Mare
Salary: Up to £40,000
Reference Number: 10161
Job Description:
Recruit UK are working on an excellent opportunity for an experienced Paraplanning Administrator to join a growing and ambitious firm in Weston Super Mare.
This is a key role within a collaborative team, supporting advisers with both the technical and administrative aspects of the advice process. The successful candidate will be detail focused, organised and flexible in their approach, with a strong understanding of financial services and a commitment to delivering an excellent client experience.
Duties include:
* Drafting suitability letters for advisers
* Ensuring back office systems are accurate and kept up to date, with all client service reminders in place and adhered to
* Managing and maintaining financial records in line with regulatory requirements
* Communicating with clients and internal teams to respond to queries and provide a high level of customer service
* Organising and scheduling meetings and preparing all required documentation in advance
* Analysing financial data to identify trends, discrepancies and opportunities for improvement
* Providing general financial administration support including filing, data entry and record management
* Working closely with other team members to ensure best practice and exemplary client service
What’s in it for you:
* Competitive salary between £30,000 and £40,000 depending on experience
* Pension, DIS, Private Medical, Discretionary bonus
* Exposure to both technical paraplanning and financial administration
* Supportive and collaborative team environment
* Ongoing training and development within financial services
* Long term career progression within the business
Skills and Experience Required:
* Previous experience within financial services in a related role
* Level 4 qualification or working towards this is preferred
* Proficiency with Intelliflo desirable
* IT literate and able to manage varied tools/systems
* Excellent organisational skills with strong attention to detail
* Strong analytical skills and the ability to interpret financial data
* Professional written and verbal communication skills
* Client focused mindset with a commitment to delivering high quality service