Financial Services Administrator

1 week ago


Bridgwater, Somerset, United Kingdom Recruit UK Full time
Paraplanning Role

We are working with an Independent Financial Planning Firm in Bridgwater that is seeking a paraplanner or junior paraplanner to join their team.

Key Responsibilities:
  • Liaise with advisers and providers to ensure seamless communication.
  • Prepare product and fund research to support informed decision-making.
  • Obtain illustrations and suitability reports to meet regulatory requirements.
  • Pre-populate client applications and compliance documents to streamline the process.
  • Check and prepare completed application paperwork to ensure accuracy.
What We Offer:
  • A competitive salary up to £30,000 dependent on experience.
  • Training and development opportunities in a successful firm.
  • A range of benefits including 25 days holiday, pension, bonus, and a health scheme.
  • Support with qualifications to enhance your career.
  • An office-based position in a supportive and collaborative team culture.
Requirements:
  • Experience as a paraplanner or junior paraplanner/admin with research and report writing knowledge.
  • Qualifications not essential but desirable.


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