Junior Paraplanner

Bell Cornwall Recruitment; West Midlands; On-site; GBP 30,000 - 35,000; Full time

Job summary

Bell Cornwall Recruitment is seeking a proactive Junior Paraplanner or experienced administrator to support Independent Financial Advisors at a boutique financial planning firm in Sutton Coldfield. This office-based role involves managing day-to-day admin, client contact, and processing new business across pensions, investments, ISAs and protections.

You’ll join a small team, responsible for diary management, preparing client packs, and ensuring documentation is accurate and compliant.

Qualifications

• Essential: Previous experience as an IFA Administrator within an Independent Financial Adviser or financial planning firm.
• Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications.
• A good understanding of pensions, investments, ISAs and protection products.
• Excellent organisational skills and exceptional attention to detail; strong communication and customer service skills.

Responsibilities

• Be the first point of contact for clients, providing a friendly and professional service by phone, email and in person.
• Manage advisers' diaries and arrange client meetings.
• Prepare client meeting packs, valuations and review documentation.
• Process new business for pensions, investments, ISAs and protection policies.
• Submit applications and ensure all documentation is accurate and compliant.
• Monitor applications through to completion and keep clients and advisers updated on progress.
• Liaise with investment platforms, pension providers and insurance companies to resolve queries.
• Prepare paperwork for annual reviews and ongoing client servicing.

Skills

IFA Administration

Client service

Diary management

Attention to detail

Job description

Junior Paraplanner

Sutton Coldfield (Office based)

£30,000 to 35,000 p/a depending on experience

Bell Cornwall Recruitment are currently searching for an experienced Junior Paraplanner or an experienced administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield.

The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.

The help with range of different 'products' from Pensions, Investments, Protection and more.

What we're looking for

This is not an entry‑level position. We're looking for someone who can join the team and confidently manage the day‑to‑day administration within an IFA practice.

You’ll have:

• Essential: Previous experience working as a IFA Administrator within an Independent Financial Adviser (IFA) or financial planning firm.
• Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications.
• A good understanding of pensions, investments, ISAs and protection products.
• Excellent organisational skills and exceptional attention to detail.Strong communication and customer service skills.

What you’ll be doing

Your responsibilities will include:

• Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person.
• Managing advisers' diaries and arranging client meetings.
• Preparing client meeting packs, valuations and review documentation.
• Processing new business for pensions, investments, ISAs and protection policies.
• Submitting applications and ensuring all documentation is accurate and compliant.
• Monitoring applications through to completion and keeping clients and advisers updated on progress.
• Using provider platforms to obtain valuations, process transactions, request information and service existing business.
• Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information.
• Preparing paperwork for annual reviews and ongoing client servicing.

Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups.