Paraplanning Administrator

Job DescriptionAre you a Senior 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 reportsSupport paraplanners with research and documentation collation for financial planning reportsMaintain accurate and compliant client files and CRM recordsCoordinate between internal teams and third-party providers to facilitate efficient workflowsSchedule client meetings and ensure all necessary documentation is preparedProvide administrative support on ad-hoc tasks and projectsPeer review and quality check colleagues work when requiredAbout You:Experience in a senior administration role within an advisory/investment management settingCF1, R01 or equivalent qualification is desirable Strong academic background, with A-levels (or equivalent) and GCSEs in Maths and English (grades AC or 59)Solid understanding of regulated financial advice and investment managementExcellent attention to detail, ability to multi-task, and strong communication skillsCompetent with Microsoft Word and Excel, and experienced in using client database systemsThis is a fantastic opportunity to play a pivotal role in supporting Financial Planners, Paraplanners, and Investment Managers in delivering exceptional client experiences.If you're interested press apply now!

Created: 2025-07-03