Financial Services Administrator - North Somerset

Do you have a background working in financial services? Are you looking to join a firm where you will eventually be able to become a Financial Advisor?

Element Recruitment are partnering with am established and growing wealth management firm who is looking for a Financial Administrator / Paraplanner to join their close-knit team. You will have exposure to high-quality advice processes and client relationships.

This is a fantastic opportunity for someone looking to develop their career in financial services, playing a key role in supporting advisers and the end-to-end advice process from both a technical and administrative perspective.

This is a great role if you are looking for a company where you can grow and develop to eventually become a Financial Advisor.  

£31,000 - £40,000

Office based

You will be responsible for:

• Drafting suitability letters for advisers

• Maintaining accurate back-office and client data

• Managing financial records in line with regulatory requirements

• Liaising with clients and internal teams to deliver excellent service

• Preparing documentation and organising adviser meetings

• Analysing financial data and supporting best practice across the business

You will have:

• Experience in financial services (Level 4 qualified or working towards preferred)

• Strong organisation and time-management skills

• Confident using Intelliflo, Timeline, CRM systems, Microsoft Office

• Comfortable working on Apple Mac systems

• Detail-oriented, analytical, and client-focused

• A collaborative team player with excellent communication skills

Sound like you? Apply now!