Senior Administrator

Senior Administrator

Senior Administrator

Recruit Uk

Reed

Weston-super-Mare, Avon

3 hours ago

No application

About

Job Title: Paraplanning Administrator (Senior Administrator)Industry: Financial ServicesLocation: Weston Super MareSalary: Up to £40,000Reference Number: 10161Job 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 advisersEnsuring back office systems are accurate and kept up to date, with all client service reminders in place and adhered toManaging and maintaining financial records in line with regulatory requirementsCommunicating with clients and internal teams to respond to queries and provide a high level of customer serviceOrganising and scheduling meetings and preparing all required documentation in advanceAnalysing financial data to identify trends, discrepancies and opportunities for improvementProviding general financial administration support including filing, data entry and record managementWorking closely with other team members to ensure best practice and exemplary client serviceWhat’s in it for you:Competitive salary between £30,000 and £40,000 depending on experiencePension, DIS, Private Medical, Discretionary bonusExposure to both technical paraplanning and financial administrationSupportive and collaborative team environmentOngoing training and development within financial servicesLong term career progression within the business<p