Quick Questions: Do you have experience working as a Paraplanning Administrator ? Do you have experience producing simple suitability letters as a Paraplanning Administrator ? Are you looking to work for a great firm that offers excellent benefits and opportunities as a Paraplanning Administrator ? Benefits: Group Life Cover Group Income Protection Private Medical Insurance Health Cash Plan Cycle to Work Scheme About the Company: Prestigious, client-focused firm with career growth: Our client is a Chartered, award-winning firm recognised among the top UK advisory companies. Employees work alongside highly qualified professionals in a client-centric, ethical environment. Supportive culture and meaningful work: The firm values wellbeing, professional development, and purpose-driven planning, allowing staff to make a real impact on clients lives while enjoying a collaborative, close-knit workplace. Key Duties for the Paraplanning Administrator: Produce simple suitability letters and non-complex recommendation reports. Process and manage new business and servicing through to completion, including submissions, account set-up, tracking of applications, transactions, transfers, and payments. Chase progress of applications, manage any issues, and keep clients updated. Prepare, maintain, and check all client files and documentation in line with company and regulatory standards. Maintain accurate records within CRM systems and document management platforms. Skills Required: Experience as a Paraplanning Administrator or Senior Administrator in an Advisory or Investment Management firm. Strong understanding of the provision of regulated advice and investment management services. Excellent attention to detail, organisation, and time management skills. Apply Today for This Paraplanning Administrator Role: Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested. Please note: Due to high application volume, individual feedback cannot be provided. If you havent heard from us within 7 days, please assume your application was unsuccessful.