Part time admin/paraplanner

Minster Financial Management Limited; Beverley; Hybrid; GBP 17,000 - 28,000; Part time

Benefits offered by this job

Hybrid working arrangement

Remote work flexibility

Job summary

Minster Financial Management Limited in Beverley offers a part-time paraplanner/admin role with a hybrid setup. You will support advisers by preparing client files, drafting reports and suitability letters, and organizing documentation for meetings.

The role requires strong finance foundations, attention to detail, and proficient IT skills. Prior paraplanning or advisory support experience is advantageous, with flexibility to work from home as needed.

Qualifications

• Strong foundation in Finance and Financial Planning to support bespoke client strategies.
• Analytical skills to interpret financial information and support recommendations.
• Knowledge of Investments and related products, with interest in market developments.

Responsibilities

• Support financial advisers with preparing and maintaining client files.
• Draft suitability letters and financial reports.
• Collate documentation for meetings and ensure timely delivery.

Skills

Finance & planning

Analytical skills

Investments knowledge

Report writing

IT skills

Attention to detail

Communication

Client-centric

Advisory support experience

Education

Paraplanning qualification (desired)

Financial advice certification (beneficial)

Tools

CRM systems

Financial planning software

Microsoft Office

Job description

Company Description

Minster Financial Management Limited is a Yorkshire-based firm that has been providing high-quality independent financial advice to clients across the country since 1994. The firm prides itself on offering a personal, relationship-focused service that distinguishes it from larger, more impersonal organizations. Team members work closely with clients to understand their individual circumstances and aspirations. The firm is committed to helping clients achieve their life goals through careful, bespoke financial planning and long-term support.

A mix of office and remote working is available if required

Role Description

This is a part-time admin/paraplanner role, structured as a full-time-equivalent responsibility split across reduced working hours. The role is hybrid, based in Beverley with some flexibility to work from home. Day-to-day tasks include supporting financial advisers with preparing and maintaining client files, drafting financial reports and suitability letters, and collating documentation for meetings. The role also involves managing administrative processes, updating client records and systems, and assisting with research on financial products, investments, and planning strategies. The successful candidate will help ensure advice is accurately documented, compliant, and delivered in a timely manner, while providing general office and client service support as needed.

Qualifications

• Strong foundation in Finance and Financial Planning, with the ability to understand and support bespoke client strategies.
• Analytical Skills to interpret financial information, assess client needs, and support investment and planning recommendations.
• Knowledge of Investments and related products, with an interest in market developments and suitability considerations.
• Proficiency in Report Writing, including clear, structured suitability reports and client correspondence.
• Good IT skills, including use of financial planning software, CRM systems, and standard office applications.
• Excellent attention to detail, organizational skills, and the ability to manage multiple tasks and deadlines.
• Strong written and verbal communication skills, with a professional, client-centered approach.
• Previous experience in financial services, paraplanning, or administrative support within an advisory environment is advantageous.
• Relevant financial planning qualifications (such as working towards or holding a paraplanning or financial advice certification) are beneficial but not mandatory.