Paraplanning Administrator

Paraplanning Administrator

Financial Planning

Competitive Salary

South Bristol

We’re currently working with a highly regarded and forward-thinking financial planning firm in South Bristol that’s looking to recruit an experienced Paraplanning Administrator. This is a fantastic opportunity to join a supportive and professional team, playing a key role in the end-to-end administration of the financial advice process, with a particular focus on new business processing.

As a Paraplanning Administrator, you’ll support paraplanners and advisers in delivering a seamless client experience. You’ll be responsible for managing the submission and tracking of new business applications, liaising with providers, and maintaining accurate client records throughout the process.

About You:

Previous experience in a financial planning or wealth management environment
Strong knowledge of new business submission and processing
Excellent attention to detail and organisational skills
Confident communicator, comfortable liaising with providers and clients
Experience with Intelligent Office or similar systems (desirable)

What’s on Offer:

Competitive salary based on experience
Discretionary bonus and strong benefits package
Supportive working culture with long-term development opportunities

If you’re an experienced administrator in financial planning and have a solid track record in new business processing, we’d love to hear from you. Apply today or get in touch for a confidential conversation.