Paraplanning Administrator - Financial Planning

Paraplanning Administrator - Financial Planning

Location: Altrincham & Hybrid Working Available

Salary: £26,000 + Bonuses

Full-Time Permanent

NJR Recruitment is delighted to be representing a leading and well-respected financial planning firm that is looking to recruit a Paraplanning Administrator to join its growing team. This is an exciting opportunity for someone with strong administrative skills and an interest in the financial planning sector who enjoys working in a structured yet collaborative environment.

The Role

As a Technical Support Administrator, you will play a vital role in supporting paraplanners and advisers to deliver high-quality financial advice to clients. You'll be responsible for gathering and checking information from product providers, preparing suitability reports, and ensuring all documentation meets compliance standards.

This role requires attention to detail, an interest in financial products, and a proactive approach to problem-solving.

Key Responsibilities

• Provide administrative support to paraplanners in producing suitability reports
• Send Letters of Authority and gather information from providers
• Complete data harvests across a range of financial products to a consistent and accurate standard
• Prepare client review documentation and pre-meeting packs
• Maintain client records on Intelligent Office (iO) and ensure all data is accurate and up to date
• Create new business illustrations and assist with packaging suitability reports for issue to clients
• Identify and report potential service issues or workflow inefficiencies, suggesting improvements where possible
• Provide occasional support to the Investment Administration team
• Ensure all work adheres to compliance, Treating Customers Fairly (TCF), and Consumer Duty principles

What We're Looking For

• Previous experience in financial services administration or a similar technical support role
• Strong organisational skills with excellent attention to detail
• Ability to work both independently and as part of a team
• Proficient in Microsoft Word and Excel, with the ability to learn new systems (Intelligent Office, FE Analytics, Selectapension)
• Excellent interpersonal and communication skills
• Understanding of the financial planning process and products (desirable)
• Willingness to study towards CII qualifications such as:
• CF1 - UK Financial Services, Regulation & Ethics
• LP2 - Financial Services Products & Solutions
• R05 - Financial Protection
• FA1 - Life Office Administration

What's on Offer

• Competitive salary and benefits package
• Hybrid working options after training
• Ongoing professional development and full study support
• Supportive, team-focused culture with strong collaboration
• Excellent career progression opportunities within a growing business

Apply Now

If you are a motivated and detail-driven individual seeking to develop your career in financial services within a forward-thinking and supportive environment, apply today

NJR16166