Are you an experienced Financial Services professional with a background in Pensions, ISA, or SIPP administration? Do you enjoy supporting advisers and paraplanners?
We’re currently recruiting for a Permanent Paraplanning Admin role based in Bristol. This role could suit someone keen to take on a new opportunity outside of Bristol city centre.
This role has arisen due to growth and ongoing development of the portfolio.
DAY TO DAY:
Helping to deliver accurate, compliant and seamless financial planning services to clients
Preparing client documentation, managing transactions, and assisting with the production of suitability letters and recommendation reports
Working closely with Financial Planners, Paraplanners and third-party providers to ensure efficient workflows and excellent client service
Submitting transactions, preparing client documentation, producing suitability letters and recommendation reports using templates
Helping paraplanners by collating research, data, reports
Submitting new business investment applications across multiple wealth management platforms to include AJ Bell & Curtis Banks
Setting up accounts, tracing applications, transactions, transfers and payments, chasing applications, keeping clients up to date on progress
Scheduling meetings, ensuring all meetings have relevant documentation, participating in team meetings
WE WOULD LOVE TO SEE:
An interest / commitment to working in financial services – through track record of working in the industry or a desire to study
Working knowledge of Pensions, ISAs and SIPPs
Good numeracy and literacy skills and experience of working with accuracy and attention to detail
Knowledge of working in a regulated environment and following processes
AND FOR YOU:
Ongoing training
Scenic and out of town working location with free on site parking
Pension scheme
Group Life Cover and Income protection
Private Medical
Health cash plan
Cycle to work
JRBath