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
