Are you an experienced financial services administrator looking for the next step up in your career?

Recruit UK are working in partnership with a growing forward-thinking financial services company based in Bristol. We’re looking for a motivated and detail-oriented professional to join their dynamic team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions.

You’ll play an important role in supporting the paraplanners and advisers, assisting with research and the preparation of suitability reports. From drafting and checking client documentation to helping with cash flow modelling and product comparisons, you’ll ensure information is accurate, compliant, and delivered on time. Along the way, you’ll gain hands-on experience of the full paraplanning process, with clear opportunities to develop your technical knowledge and progress your career.

Responsibilities include

• Develop your ability to produce compliant reports and recommendations, with guidance from senior paraplanners.
• Build experience in researching client portfolios, asset allocation, and investment products.
• Take ownership of gathering valuations, quotations, and preparing application documentation.
• Learn to apply compliance requirements and internal policies to everyday tasks.
• Manage your workload effectively, keeping your line manager informed of progress.
• Commit to ongoing study and recording your professional development.
• Contribute to wider team tasks and responsibilities as needed.
• Apply Consumer Duty principles in all aspects of your work.

What we’re looking for

• Experience working as an IFA/ Wealth Management Administrator
• Knowledge of the Financial Services industry
• Proficient in databases and relevant software
• Must have progress towards the Level 4 Diploma in Financial Planning
• Exposure to elements of Paraplanning in a previous role is desired

Benefits

• Offering a salary of up to £36,000
• Private Medical Insurance post probation
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave (plus buy and sell up to 5 days)
• Office Christmas close (3-days)
• Life Assurance
• Health cash plan
• Hybrid working
• Discretionary performance related bonus
• Employee Assistance Programme
• Lunch and snacks provided in the Bristol office.
• And lots of flexible benefits to choose from!

This is an opportunity to progress your career and blossom into a highly skilled paraplanner.

If you’re keen to find out more, apply now and we can have a chat!