Paraplanning Administrator in Bristol - Recruit UK

Job Title: Paraplanning Administrator

Industry: Financial Services

Location: Bristol

Salary: Up to £32,000

Job Reference: 10077

Job Description:

Are you a strong financial administrator seeking a new opportunity? At Recruit UK we are currently supporting a highly regarded practice with their search for a paraplanning administrator.

As a Paraplanning Administrator, you’ll provide proactive and detail-oriented support to the firm’s Financial Planners, Paraplanners, and Investment Managers. You’ll play a key part in delivering accurate and compliant documentation, supporting the implementation of financial plans, and ensuring high-quality service delivery to clients.

This is an opportunity to join a collaborative and dynamic environment where your work contributes directly to the delivery of exceptional client outcomes. The firm can offer a family-feel environment and a generous benefits package which include progression opportunities and support with qualifications.

Duties will include but not limited to:

• Support the preparation and implementation of financial planning and investment recommendations
• Produce simple suitability letters and non-complex recommendation reports
• Assist in research gathering and documentation for financial planning reports
• Manage new business processes, including submissions, tracking, and client updates
• Handle investment management payments and transactions
• Maintain accurate records and ensure client files meet regulatory standards
• Coordinate with Financial Planners, Paraplanners, and third parties
• Support client meeting scheduling and documentation preparation
• Contribute to internal process improvements and team initiatives
• Peer check administrative work as required

Benefits:

• Competitive salary up to £32,000
• Discretionary bonus
• Progression structure & exam support
• Annual pay reviews
• Group Life Cover / Group IP / DIS / PMI / Health Cash Plan / Pension
• 25 days holiday + Bank holiday + Birthday off, increasing every year up to 30 days
• 1 day working from home per week

Skills and experience required:

• Experience as a Senior Administrator in a financial planning or investment management firm
• Ideally holding CF1, R01, or equivalent qualifications
• A-level education or above as well as, strong numeracy and literacy – GCSE Maths and English (Grades A-C or 5-9)
• Sound understanding of regulated financial advice and investment services
• Excellent organisational and time management skills
• Confident using MS Office (Word, Excel) and client record systems
• A team player who can also work under their own initiative