Paraplanner Support Specialist | Financial Planning

Bell Cornwall Recruitment

Sutton Coldfield

On-site

GBP 30,000 - 35,000

Full time

6 days ago

Be an early applicant

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

Bell Cornwall Recruitment is recruiting for a Junior Paraplanner to support Independent Financial Advisors at a boutique firm in Sutton Coldfield. The role is office-based with a salary ranging from £30,000 to £35,000 per year, depending on experience.

The successful candidate will handle day-to-day administration within an IFA practice, process new business, and manage client documentation across pensions, investments, ISAs and protection products. This is not an entry-level position.

Qualifications

This is not an entry-level role; we expect you to manage day-to-day administration in an IFA practice.
Experience in processing new business, valuations and policy management on provider platforms is desirable.
Solid understanding of pensions, investments, ISAs and protection products is preferred.

Responsibilities

Be the first point of contact for clients 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.