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Paraplanning Assistant

2 months ago

BurnhamonSea, Somerset, United Kingdom Recruit UK Full time
Unlock Your Potential in Financial Planning

Recruit UK is proud to partner with a leading Chartered financial planning practice in Burnham-on-Sea to find an experienced Administrator who is eager to progress their career and become a Paraplanner. This is an excellent opportunity for someone who has been working in financial advice administration support roles to take the next step in their career.

This dynamic and expanding practice specializes in investment and pension advice, with a growing client base. As a key member of the team, you will provide essential administrative support to financial advisers, ensuring smooth operations within the firm, while also developing your knowledge and skills in Paraplanning duties.

Key Responsibilities:
  • Prepare and issue client packs, appointment emails, and letters
  • Manage client data, update records, and maintain compliance documentation
  • Liaise with clients and third parties to gather necessary information
  • Process new business applications and manage workflow
  • Support advisers with diary management, meeting arrangements, and preparation of client-facing documents
  • Optimize back-office systems and maintain compliance standards
What We Offer:
  • Competitive salary
  • A supportive environment for career progression and qualifications within work hours
  • Hybrid working and carpool options for those traveling from Bristol
  • Ample opportunity to progress within the company into Paraplanning and Advice
  • Generous benefits, including PMI, pension, and support
  • Chartered and Top Rated firm

If you are a motivated and organized professional with experience in financial planning administration, we encourage you to apply for this exciting opportunity.