Senior Administrator

Job Title: Paraplanning Administrator (Senior Administrator)

Industry: Financial Services

Location: Weston Super Mare

Salary: Up to £40,000

Reference Number: 10161

Job Description:

Recruit UK are working on an excellent opportunity for an experienced Paraplanning Administrator to join a growing and ambitious firm in Weston Super Mare.

This is a key role within a collaborative team, supporting advisers with both the technical and administrative aspects of the advice process. The successful candidate will be detail focused, organised and flexible in their approach, with a strong understanding of financial services and a commitment to delivering an excellent client experience.

Duties include:

• Drafting suitability letters for advisers
• Ensuring back office systems are accurate and kept up to date, with all client service reminders in place and adhered to
• Managing and maintaining financial records in line with regulatory requirements
• Communicating with clients and internal teams to respond to queries and provide a high level of customer service
• Organising and scheduling meetings and preparing all required documentation in advance
• Analysing financial data to identify trends, discrepancies and opportunities for improvement
• Providing general financial administration support including filing, data entry and record management
• Working closely with other team members to ensure best practice and exemplary client service

What's in it for you:

• Competitive salary between £30,000 and £40,000 depending on experience
• Pension, DIS, Private Medical, Discretionary bonus
• Exposure to both technical paraplanning and financial administration
• Supportive and collaborative team environment
• Ongoing training and development within financial services
• Long term career progression within the business

Skills and Experience Required:

• Previous experience within financial services in a related role
• Level 4 qualification or working towards this is preferred
• Proficiency with Intelliflo desirable
• IT literate and able to manage varied tools/systems
• Excellent organisational skills with strong attention to detail
• Strong analytical skills and the ability to interpret financial data
• Professional written and verbal communication skills
• Client focused mindset with a commitment to delivering high quality service