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Paraplanning Assistant
Job Posted: 2 days ago
Salary: £ 28,000 - 32,000 / Annum
Job Type: Permanent
Location: Nailsea, North Somerset
Expire in: a month
Job Description
Paraplanning Administrator | £28,000–£32,000 | Bristol | Office-Based | Financial Services
We’re recruiting on behalf of a growing, Bristol-based wealth management firm that has created a new Paraplanning Administrator role due to continued expansion. With the adviser team and their client base growing significantly, the business is now strengthening its back-office operations to ensure continued high-quality client service.
You’ll be joining a busy and collaborative team environment, supporting the onboarding of new clients and ensuring smooth processing of new business applications. The current admin function consists of a Team Leader, a part-time administrator, and an intern. This new role will bolster the back-office and provide valuable support to a team of five Paraplanners.
This is an ideal opportunity for either a career administrator who thrives in a fast-paced environment or someone looking to progress toward a Paraplanner role in the future.
Key Responsibilities:
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Processing new business applications accurately and efficiently
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Liaising with providers and advisers to ensure timely onboarding
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Maintaining accurate records and documentation
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Supporting the wider Paraplanning team with administrative tasks
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Handling client documentation and correspondence with attention to detail
What We’re Looking For:
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Strong experience in financial services administration, particularly new business processing
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Solid understanding of financial products including pensions, investments, and protection
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Confident working independently and managing competing priorities
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Excellent communication and organisational skills
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Ability to remain calm under pressure and thrive in a high-paced environment
Salary and Benefits:
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£28,000–£32,000 depending on experience
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Group Life Cover and Income Protection from day one
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Additional benefits available after probation including Private Medical Insurance, Health Cash Plan, and Cycle to Work scheme
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Pension scheme with up to 5% employer contribution (matched via salary exchange)
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25 days holiday plus bank holidays, a day off for your birthday, and a day for charity or community work
If you're looking to be part of a fast-growing firm where you can make a meaningful impact, we’d love to hear from youBefore You Apply
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