Paraplanning Administrator

AFH Financial Group.; Bromsgrove; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in the UK is seeking a Paraplanning Administrator to support Financial Advisers and Paraplanners. Responsibilities include delivering comprehensive financial research, preparing client documentation, and ensuring efficient operations. The ideal candidate will have experience in administration, proficiency in Microsoft Office, and strong organizational skills. This full-time role offers hybrid working and a competitive salary with several benefits including flexible holidays and professional development opportunities.

Benefits

Flexible working & holidays

Social perks

Pension scheme

Bonus scheme

Health and wellbeing benefits

Professional development

Shopping discounts

Qualifications

• Experience is required within a general administration role.
• Ability to build relationships and maintain supportive relationships with Advisers and team members.
• A high level of accuracy and attention to detail.

Responsibilities

• Work alongside Paraplanners to deliver financial research within set SLAs.
• Provide administrative support, including preparation of client packs and research.
• Ensure back-office systems are updated with client information.

Skills

General administration

Microsoft Word

Microsoft Excel

Microsoft Outlook

Attention to detail

Organizational skills

Job description

• Location: Bromsgrove, Worcestershire, United Kingdom
• Salary: Competitive Salary and Benefits

Paraplanning Administrator

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full‑time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

The purpose of the Paraplanning Administrator is to support Financial Advisers and Paraplanners in delivering high‑quality financial advice by handling administrative duties to support client requests. You will ensure that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.

To be successful in this role, you should be able to thrive in a fast‑paced environment, providing technical and administrative support to ensure smooth operations within the firm.

As our Paraplanning Administrator your responsibilities are to:

• Work alongside Paraplanners to participate in the delivery of comprehensive financial research within set SLAs
• Provide administrative support to include the preparation of client packs, research, illustrations and preparation of new business packs
• Ensure back‑office systems are up to with client information, provider contacts, case updates and documentation
• Work with Paraplanners, Advisers and Client Services Administrators to ensure the correct client outcome is achieved, whilst ensuring Advisers are kept up to date with case progression
• Support the wider paraplanning team with answers to questions and process guidance, whilst referring to Senior team members where necessary
• Adhere to all standard operating procedures, policies and processes, in accordance with all FCA regulations.

What we are looking for in our ideal Paraplanning Administrator:

• Experience is required within a general administration role
• Experienced using Microsoft Word, Excel & OutlookAble to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude
• Ability to build relationships as well as maintaining supportive relationships with Advisers, other departments and members of the team
• A high level of accuracy, attention to detail and organisational skills with the ability to work within deadlines.

Benefits and Perks at AFH

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
• Pension - We offer a contributory pension scheme with Royal London as well as death‑in‑service benefit.
• Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service.
• Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes.
• Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.