Paraplanner / financial Work, Jobs in Thrapston, Nth (with Salaries)

Paraplanner / Financial Administrator
Mitchell Prockter Financial Services Limited —Bedford
- £26,000 - £45,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Analysis skills
- Organisational skills
- Free parking
- Life insurance
Quick apply

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SEND IASS Triage and Administration Coordinator
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You'll be responsible for triaging incoming enquiries, maintaining accurate and confidential records, coordinating referrals, supporting financial and…
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Paraplanner / Financial Administrator

Mitchell Prockter Financial Services Limited
Bedford

Quick apply

Job details

Full-time
£26,000 - £45,000 a year

Benefits

Free parking
Company pension
Life insurance

Qualifications

Microsoft Word
Financial planning
Report generation
Stakeholder liaison
Administrative support experience
Financial report writing
Microsoft Office Suite
Financial analysis
Analysis skills
Organisational skills
Financial services
Communication skills
Time management

Full job description

Job Overview

We are seeking a Paraplanner / Financial Administrator to join our financial services team. In this vital role, you will support the main financial advisor by preparing comprehensive reports, conducting analysis, and managing administrative tasks that ensure seamless client service and efficient operations. Your expertise in financial planning, report writing, and organizational skills will contribute to delivering advice and support to our clients. This position offers an exciting opportunity to develop your career within a client-focused environment.

Duties

Prepare detailed financial reports and documentation to support client meetings and planning processes
Conduct thorough analysis of client data, investment portfolios, and financial plans to identify opportunities and risks
Assist with the development and implementation of tailored financial strategies for clients
Communicate effectively with clients, internal teams, and external partners to ensure clarity and timely delivery of information
Support compliance procedures by ensuring all documentation adheres to regulatory standards
Maintain organized records of client interactions, financial plans, and correspondence for easy retrieval and audit readiness

Qualifications

Proven experience in financial services or a related administrative role with a focus on finance or planning
Strong report writing skills with the ability to produce clear, accurate documentation
Excellent analysis skills to interpret financial data effectively
Proficiency in Microsoft Office Suite: Word, Excel, Outlook; familiarity with IT systems used in financial environments is advantageous e'g. Iress, SelectaPension
Exceptional communication skills for liaising with clients and team members confidently
Solid organizational skills with the ability to manage multiple tasks efficiently and meet deadlines
Knowledge of financial planning principles and customer service best practices
Prior experience in administrative roles involving report generation, analysis, or client management is highly desirable
Demonstrated time management skills to prioritize workload effectively

This role offers a rewarding environment where your contributions directly impact clients’ financial well-being while providing opportunities for professional growth.

Pay: £26,000.00-£45,000.00 per year

Benefits:

Company pension
Free parking
Life insurance

Work Location: Hybrid remote in Bedford MK40 3JJ

Quick apply

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Paraplanner / Financial Administrator

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