Paraplanning Administrator
Bristol (South)
We're 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 you'll 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 we're 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 Bristol | Competitive salary & benefits
Interested? Get in touch today to find out more.