Paraplanning Administrator Financial Planning Competitive Salary South Bristol

Were currently working with a highly regarded and forward-thinking financial planning firm in South Bristol thats looking to recruit an experienced Paraplanning Administrator. This is a fantastic opportunity to join a supportive and professional team, playing a key role in the end-to-end administration of the financial advice process, with a particular focus on new business processing.

As a Paraplanning Administrator, youll support paraplanners and advisers in delivering a seamless client experience. You'll be responsible for managing the submission and tracking of new business applications, liaising with providers, and maintaining accurate client records throughout the process.