Financial Services Administrator
6 days ago
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 efficient communication and collaboration.
- Prepare product and fund research to support informed decision-making.
- Obtain illustrations and suitability reports to meet regulatory requirements.
- Write and prepare client applications and compliance documents.
- Check and prepare completed application paperwork for submission.
- 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.
- Experience as a paraplanner or junior paraplanner/admin with research and report writing knowledge.
- Qualifications not essential but desirable.
About Recruit UK:
We are specialists in financial services recruitment, bringing unique expertise, insight, and connections to our clients and candidates.
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