Paraplanning Administrator - Financial Planning

Description

Paraplanning Administrator - Financial Planning

Location: Altrincham & Hybrid Working Available

Salary: GBP26,000 + Bonuses

Full-Time Permanent

NJR Recruitment is delighted to be representing a leading and well-respected financial planning firm that is looking to recruit a Paraplanning Administrator to join its growing team. This is an exciting opportunity for someone with strong administrative skills and an interest in the financial planning sector who enjoys working in a structured yet collaborative environment.

The Role

As a Technical Support Administrator, you will play a vital role in supporting paraplanners and advisers to deliver high-quality financial advice to clients. You'll be responsible for gathering and checking information from product providers, preparing suitability reports, and ensuring all documentation meets compliance standards.

This role requires attention to detail, an interest in financial products, and a proactive approach to problem-solving.

Key Responsibilities

Provide administrative support to paraplanners in producing suitability reportsSend Letters of Authority and gather information from providersComplete data harvests across a range of financial products to a consistent and accurate standardPrepare client review documentation and pre-meeting packsMaintain client records on Intelligent Office (iO) and ensure all data is accurate and up to dateCreate new business illustrations and assist with packaging suitability reports for issue to clientsIdentify and report potential service issues or workflow inefficiencies, suggesting improvements where possibleProvide occasional support to the Investment Administration teamEnsure all work adheres to compliance, Treating Customers Fairly (TCF), and Consumer Duty principles

What We're Looking For

Previous experience in financial services administration or a similar technical support roleStrong organisational skills with excellent attention to detailAbility to work both independently and as part of a teamProficient in Microsoft Word and Excel, with the ability to learn new systems (Intelligent Office, FE Analytics, Selectapension)Excellent interpersonal and communication skillsUnderstanding of the financial planning process and products (desirable)Willingness to study towards CII qualifications such as:CF1 - UK Financial Services, Regulation & EthicsLP2 - Financial Services Products & SolutionsR05 - Financial ProtectionFA1 - Life Office Administration

What's on Offer

Competitive salary and benefits packageHybrid working options after trainingOngoing professional development and full study supportSupportive, team-focused culture with strong collaborationExcellent career progression opportunities within a growing business

Apply Now

If you are a motivated and detail-driven individual seeking to develop your career in financial services within a forward-thinking and supportive environment, apply today

NJR16166

Ad ID: 5417321399