Bristol
Paraplanning Administrator – Bristol | £28,000–£32,000 DOE + Benefits
A well-established and growing wealth management firm based in Bristol is seeking a Paraplanning Administrator to join their team on a full-time, office-based basis.
This is an excellent opportunity for a detail-oriented and proactive professional with experience in processing new business applications and a broad understanding of investment and financial planning products.
Key Responsibilities:
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Support Financial Planners and Paraplanners in the preparation and implementation of client recommendations
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Manage the processing of new business, including applications, transfers, payments, and client updates
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Produce suitability letters and assist with research collation and report preparation
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Maintain accurate CRM records and client files to meet regulatory standards
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Coordinate with internal teams and third-party providers to ensure seamless client service
Candidate Profile:
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Strong administration background within a financial planning or investment management environment
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Ideally holds CF1/RO1 or equivalent
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Proficient in Microsoft Office, with excellent attention to detail and time management
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Strong communication and problem-solving skills
Salary & Benefits:
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Salary: £28,000 – £32,000 (depending on experience)
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Immediate benefits: Group Life Cover, Group Income Protection
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Post-probation: Private Medical Insurance, Health Cash Plan, Cycle to Work Scheme
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Pension: Up to 5% matched contributions via salary exchange after a 3-month wait period
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Leave: 25 days annual leave + bank holidays, birthday leave, charity day, and increased entitlement after 5 years
Hours & Location:
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Full-time, office-based | Monday to Friday, 9:00 a.m. – 5:30 p.m.
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Some flexibility may be required depending on business needs
This is a great opportunity for someone looking to develop their career within a professional, client-focused environment that values accuracy, compliance, and service excellence.