Financial Services Administrator and Paraplanning Specialist

6 days ago


Cradley Heath, Sandwell, United Kingdom Eden Resourcing Full time

Job Overview: Eden Resourcing seeks an experienced Financial Services Administrator to support a wealth management practice in their paraplanning team.

The successful candidate will have a strong background in financial services administration, with experience supporting financial advisers and familiarity with FCA regulations.

  • Duties:
  • Assist Paraplanners with preparing illustrations and supporting paperwork
  • Prepare Annual Review packs, including valuations, fund factsheets, provider literature, and compliance documents

You will have:

  • Excellent organisational skills and the ability to multi-task
  • A working knowledge of the regulated financial services industry
  • Previous experience in a financial services administration role, with familiarity with industry terms
  • Experience supporting a financial adviser
  • Highly competent user of Microsoft Word, Excel, and Outlook

Salary and Benefits: A competitive salary of £35,000-£45,000 per annum, plus a generous benefits package and opportunities for professional development.

About Eden Resourcing: We are a forward-thinking and innovative firm, committed to delivering exceptional service to our clients. We offer a vibrant and supportive work environment, with a focus on career development and employee well-being.



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