Job Description:
Recruit UK are working on an excellent opportunity for someone who's been working in Financial Advice administration support roles to progress their career. Based in Burnham-on-Sea, an Independent Financial Planning practice is looking to hire an experienced Administrator to join them, provide administrative support and progress towards becoming a Paraplanner.
This company is a leading Chartered practice specialising in investment and pension advice, with an expanding client base. Here you will provide essential administrative support to financial advisers, ensuring smooth operations within the firm, while also developing your knowledge around Paraplanning duties. This role is ideal for an organised professional with experience in financial planning administration.
Your duties will include:
- Preparation of client packs and issuing appointment emails/letters
- Managing client data, updating records and maintaining compliance documentation
- Liaising with clients and third parties to gather necessary information
- Processing new business applications and managing the workflow
- Supporting advisers with diary management, meeting arrangements, and preparation of client-facing documents
- Optimisation of back-office systems and maintaining compliance standards
Benefits:
- Competitive salary
- Support environment for career progression & qualifications within work hours
- Hybrid working and carpool options for people travelling 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
Skills and Experience Required:
- Previous experience in a financial planning or IFA environment
- Excellent IT, communication, and organisational skills
- Proficient in using financial advice software
- Strong attention to detail and a proactive approach
Reach out today if this sounds like an opportunity for you.
**Job Title: Trainee Paraplanner
**Industry: Financial Services
**Location: Burnham-on-Sea
Salary: £27-32k (open to negotiation)
**Reference Number: 9243