Are you an administrator with a background in financial planning or investment management?
Our client, a leading specialist in investment management and financial planning, is looking for a proactive and detail-oriented Paraplanning Administrator to join their team.
Key Responsibilities:
- Prepare suitability letters and non-complex recommendation reports
- Support paraplanners with research and documentation collation for financial planning reports
- Maintain accurate and compliant client files and CRM records
- Coordinate between internal teams and third-party providers to facilitate efficient workflows
- Schedule client meetings and ensure all necessary documentation is prepared
- Provide administrative support on ad-hoc tasks and projects
- Peer review and quality check colleagues’ work when required
About You:
- Experience in a senior administration role within an advisory/investment management setting
- CF1, R01 or equivalent qualification is desirable
- Strong academic background, with A-levels (or equivalent) and GCSEs in Maths and English (grades A–C or 5–9)
- Solid understanding of regulated financial advice and investment management
- Excellent attention to detail, ability to multi-task, and strong communication skills
- Competent with Microsoft Word and Excel, and experienced in using client database systems
This is a fantastic opportunity to play a pivotal role in supporting Financial Planners, Paraplanners, and Investment Managers in delivering exceptional client experiences.
Submit your CV to apply today!