If you’re the kind of person who takes pride in getting the details right-and enjoys turning complex financial information into clear, client-ready insights-this is a fantastic opportunity to join a financial services team where your work genuinely makes advice easier and better.
What you'll be doing:
- Prepare detailed financial reports and supporting documentation for client advice sessions, ensuring clarity and accuracy
- Conduct thorough analysis of client financial data across investments, pensions, and insurance policies to support recommendations
- Help develop and review financial plans, keeping everything aligned with relevant industry regulations and company standards
- Maintain organised client records and ensure documentation is up to date in CRM and other administrative platforms
- Work closely with financial advisers to gather information and help facilitate smooth client meetings
- Write clear, professional reports that explain complex topics in an understandable way
- Support the compliance process by reviewing client files for completeness and accuracy against regulatory requirements
What you'll bring:
- Strong report writing and analytical skills with a close eye for detail
- Solid knowledge of financial services, including investment products, pensions, and insurance
- Excellent communication skills to liaise confidently with clients, advisers, and internal teams
- Experience in financial planning, paired with a commitment to exceptional customer service
- Exceptional organisational skills, with the ability to manage multiple tasks efficiently and meet deadlines
- Proficiency in Microsoft Office (especially Word, Excel, and Outlook) and comfortable working with relevant IT systems
- Confidence working in a fast-paced environment while maintaining quality and efficiency
Additional information:
- Previous administrative experience in a financial services setting is highly desirable
- Ideally Cii diploma qualified or working towards it
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Paraplanner in Swansea employer: Brook Street
Join a dynamic and supportive team at a leading higher education institution in Bath, where your skills as a Digital Print Assistant will be valued and nurtured. With a focus on professional development and a commitment to delivering high-quality work, you'll enjoy a collaborative work culture that prioritises customer service and excellence. This role offers the unique advantage of working in an educational environment, providing opportunities for growth and learning while contributing to meaningful projects.
