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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, hybrid work options, and generous annual leave.
- Why this job: Be part of a growing team that values your contributions and offers career development.
- Qualifications: Experience in financial planning and strong numeracy and literacy skills required.
- Other info: Enjoy a dynamic work environment with opportunities for community involvement.
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.
Responsibilities
- 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
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
Company
Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients. They have £400m FuM and have plans to continue growing.
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 holidays, plus 1 day birthday leave and 1 day for charity/community work each year
Location
North Somerset
Paraplanning Administrator in Bristol employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions 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 or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning products and compliance processes. We recommend practising common interview questions with a friend or in front of the mirror. Confidence is key, so show them you know your stuff!
✨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 that match your skills and experience. Tailor your approach to each company to stand out from the crowd!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds 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 good story!
Showcase Your Skills: Don’t forget to mention your excellent numeracy and literacy skills, as well as your proficiency with Microsoft Office and industry software. We’re looking for someone who can hit the ground running, so let us know what you bring to the table!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s super easy and ensures your application goes directly to us. Plus, we can’t wait to hear from you!
How to prepare for a job interview at Sahasraa Solutions
✨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, mention specific examples of how you've utilised these tools effectively.
✨Ask Smart Questions
Prepare some thoughtful questions to ask your interviewers. Inquire about the team dynamics, the types of cases you’ll be handling, or how they measure success in the 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 Compliance
Since compliance is a big part of the role, be ready to talk about your understanding of compliance processes and how you've ensured adherence in past positions. Share any experiences where you had to chase progress on applications or manage servicing changes, as this will demonstrate your proactive approach.
