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For Companies At a Glance
- Tasks: Support Financial Advisers by producing reports and managing client documentation.
- Company: Join a respected Chartered Financial Planning firm with over 40 years of experience.
- Benefits: Competitive salary, health benefits, hybrid work, and generous annual leave.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Experience in financial planning and strong numeracy and literacy skills required.
- Other info: Dynamic team environment with opportunities for professional development.
The predicted salary is between 24000 - 28800 £ per year.
This Paraplanning Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm. You will be joining their head office support staff team including Paraplanners and IFA Administrators, who provide quality support to their team of Chartered Financial Planners.
As a Paraplanning Administrator, your duties will include:
- Produce simple suitability letters and non-complex reports
- Assist Paraplanners with gathering research and documentation for reports, recommendations and suitability letters.
- Ensure all compliance paperwork is completed
- Prepare application forms and paperwork required for the advice process
- Process and manage standard and more complex new business and servicing through to completion
- Chase progress of applications and inform the Financial Advisers should any issues arise
- Process any servicing changes to clients' investments
- Prepare client portfolio valuations and review documents
- Hold regular meetings with your Paraplanners and Financial Adviser to discuss ongoing and upcoming cases
Paraplanning Administrator Requirements
- You must have experience within a financial planning firm and have supported Financial Advisers
- You should have knowledge of financial planning products and the client process
- You will ideally hold RO1 or CF1
- You must have excellent numeracy and literacy skills (GCSE grades A - C or 4 - 9)
- You must be competent using Microsoft Office products and industry software
The Company
Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to approximately 600 clients. They have £400m FuM and have plans to continue growing.
Paraplanning Administrator Benefits
- Salary of £28,000 - £32,000 depending on experience
- Plus company benefits available immediately include group life cover, group income protection
- Upon completion of probation, private medical insurance, health cash plan, cycle to work scheme, workplace pension with employer contribution of up to 5% of your salary provided this is matched by you
- Hybrid based role with up to 2 days from home (may require additional days in the office during probation period)
- Typical working hours of Monday to Friday, 9am to 5:30pm with 1 hour for lunch
- 25 days annual leave (rising up to 30 days) plus bank holiday, plus 1 day's birthday leave and 1 day for charity/community work each year
Location
North Somerset
Paraplanning Administrator in Bristol employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning Administrator in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry. Let them know you're on the lookout for a Paraplanning Administrator role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and compliance processes. We recommend practising common interview questions with a friend or even in front of the mirror. Confidence is key!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for opportunities at quality Chartered Financial Planning firms. Tailor your approach to show why you’re a perfect fit!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. It shows your enthusiasm for the role and keeps you on their radar as they make their decision.
We think you need these skills to ace Paraplanning Administrator in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanning Administrator role. Highlight your experience in financial planning and any relevant qualifications like RO1 or CF1. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about joining our team and how your background makes you a great fit. Keep it concise but engaging – we love a bit of personality!
Showcase Your Skills: Don’t forget to mention your numeracy and literacy skills, as well as your proficiency with Microsoft Office and industry software. We’re keen on candidates who can hit the ground running, so make these stand out!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning products and the client process. Familiarise yourself with the types of reports and suitability letters you'll be working on, as well as any compliance paperwork. This will show that you're not just a good fit for the role, but that you're genuinely interested in the work.
✨Showcase Your Skills
Highlight your numeracy and literacy skills during the interview. Be prepared to discuss how you've used these skills in previous roles, especially in producing reports or managing documentation. If you have experience with Microsoft Office and industry software, make sure to mention specific examples of how you've utilised these tools effectively.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask your interviewers about the company culture, team dynamics, and the specifics of the Paraplanning Administrator role. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Be Ready to Discuss Challenges
Think about past challenges you've faced in similar roles and how you overcame them. Whether it was managing complex new business processes or dealing with compliance issues, being able to articulate these experiences will demonstrate your problem-solving abilities and resilience.
