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Paraplanning assistant

Nailsea
Permanent
Eden Rose
Assistant
Posted: 8 September
Offer description

Paraplanning Administrator | £28,000–£32,000 | Bristol | Office-Based | Financial Services We’re recruiting on behalf of a growing, Bristol-based wealth management firm that has created a new Paraplanning Administrator role due to continued expansion. With the adviser team and their client base growing significantly, the business is now strengthening its back-office operations to ensure continued high-quality client service. You’ll be joining a busy and 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 valuable support to a team of five Paraplanners. This is an ideal opportunity for either a career administrator who thrives in a fast-paced environment or someone looking to progress toward a Paraplanner role in the future. Key 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: * Stro...

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