Financial Planning Administrator

CV Elite Limited; Pill; Hybrid; GBP 35,000; Full time

Job summary

A prominent financial planning firm in Bristol seeks a Financial Planning Assistant to support high-net-worth clients. This role involves providing administrative assistance in delivering financial planning services and requires excellent organisational and communication skills. Although prior knowledge of financial planning isn't necessary, candidates must have a strong desire to learn and grow within the field. Training will be provided to ensure success, alongside an exceptional benefits package including a competitive salary and hybrid working options.

Benefits

23 days holiday

12 wellbeing days

10% employer pension contribution

Profit share

Private medical insurance

Life assurance

Healthcare cash plan

Cycle-to-work scheme

Qualifications

• Previous experience in a support role within financial services is required.
• Keen interest in financial planning and willingness to learn.
• Strong written and verbal communication skills.

Responsibilities

• Provide administrative assistance in financial planning.
• Assist Client Managers with data preparation for reviews.
• Produce paperwork like valuations and reports.
• Ensure client database is accurate and up-to-date.
• Manage Client Managers’ correspondence and activities.
• Handle incoming post and administrative tasks.

Skills

Organisational skills

Communication skills

Attention to detail

Numeracy

IT literacy (Word, Excel, Outlook)

Job description

The Role

I am recruiting a Financial Planning Assistant for Paradigm Norton’s Bristol office to support the provision of financial planning and portfolio management services to high‑net‑worth clients. The successful candidate will have experience working in the financial services sector in a highly involved and responsible support capacity, but they will not need to know the intricacies of financial planning as training and support will be provided. They will need exceptional organisational, communication and administrative skills to deliver all aspects of financial planning efficiently. The role offers the opportunity, if desired, to study for professional exams and progress a career in financial planning.

Salary and Benefits

Salary up to £35,000 (dependent on experience) plus an exceptional benefits package including 23 days’ holiday, 12 wellbeing days, bank holidays, hybrid working, support with professional training, 10% employer pension contribution, profit share, income protection scheme, private medical insurance, life assurance, healthcare cash plan and cycle‑to‑work scheme.

Home Working and Flexibility

Paradigm Norton values work/life balance. The role is based in the Bristol head office (Ham Green, BS20) with easy access to M4/M5, but the hybrid working model allows up to 50% home working once established. Part‑time arrangements (shorter days, 4‑day week, etc.) are also considered.

The Company

Established in 2001, Paradigm Norton is one of the largest truly independent financial planning companies in England, servicing over 1,400 families with more than £1.3 billion of assets under management and employing 80 people across four offices: Bristol, London, Exeter and Torquay. The firm has won the Citywire New Model Adviser Southwest award 11 times and is a Certified B Corporation and employee‑owned business. Paradigm Norton delivers comprehensive, bespoke financial planning, investment and portfolio management, tax and estate planning, and philanthropy advice, translating complex financial issues into workable solutions for high‑net‑worth clients.

Responsibilities

• Provide the administrative assistance involved in delivering financial planning and portfolio management services to high‑net‑worth clients.
• Assist Client Managers with collating data and preparing for annual reviews.
• Produce relevant paperwork such as valuations, reports, illustrations, client letters, application forms, spreadsheets and presentations.
• Ensure the client database is up‑to‑date, check valuations, obtain accurate policy information, and update the back‑office system accordingly.
• Process new business applications and deal with related tasks as required.
• Develop relationships with clients, communicate by letter, email and phone, arrange meetings and collate supporting documents.
• Coordinate Client Managers’ activities, correspondence and communication, organise and prioritise accordingly, and follow up on action points.
• Manage incoming post and tasks, taking ownership where possible, keeping clients and Managers updated, following up on outstanding actions and monitoring through to conclusion.
• General administration – filing and scanning documents, updating spreadsheets, typing, actioning post and answering the telephone as required.

Skills Required

• Previous experience in a highly involved support role within a financial services organisation. Understanding of financial planning is not essential, but a keen interest and willingness to learn is required.
• Enthusiastic, proactive, commercially astute, with a proven record of taking responsibility and self‑motivation.
• Excellent written and verbal communication skills, strong analytical, administrative and organisational skills, and a fanatical attention to detail.
• High levels of numeracy and IT literacy, especially with Word, Excel and Outlook, and adaptability to change.
• A strong relationship builder and excellent team player, with a caring and considerate approach.
• An affinity with the company values of "people matter" and "setting the bar high".

Recruitment Notice

Dawn O'Shea is recruiting the Financial Planning Assistant (Financial Services Administrator) directly on behalf of Paradigm Norton Financial Planning Ltd – NO AGENCIES PLEASE. If you are shortlisted, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.