Paraplanner (Progression to Financial Advisor)
£35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years
Weston-Super-Mare
Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service.
On offer is the opportunity to join a small but highly professional wealth management team where your contribution will be valued and visible. The Paraplanner plays a crucial role in the business, supporting advisers through both the technical and practical delivery of the financial planning process.
In this role, you will provide key back-office support to the advisers, ensuring the smooth and efficient running of the financial planning process. Your responsibilities will include preparing draft suitability letters and supporting documentation, maintaining accurate and up-to-date client records on back-office systems, and ensuring all client service tasks and reminders are correctly logged and followed up. You will organise and prepare documentation for client meetings, liaise with clients, providers and internal team members to resolve queries, and ensure all records are maintained in line with regulatory requirements. The role will also involve reviewing financial data for accuracy and working closely with the team to maintain high standards of administration and client service.
This role would suit a Paraplanner looking to progress withing a collaborative wealth management company which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service.
The role:
Preparing and drafting suitability letters and documentation for advisers
Maintaining accurate back-office systems and client records
Ensuring client service reminders and ongoing service tasks are completed and trackedThe person:
Experience working in a Financial Administrator or Paraplanner role within financial services
Experience using Intelliflo, Timeline, CRM systems and Microsoft Office
Comfortable managing back-office systems and documentation
Commutable to Weston-Super-MareReference: BBBH24256B
Keywords: Financial Services Administration, Paraplanning Support, Wealth Management, Suitability Reports, Back Office Operations, Client Servicing, Intelliflo, Timeline, CRM Systems, Financial Planning Support, Compliance & Record Keeping ,Client Documentation, Microsoft Office,
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.
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