Part-Time Paraplanner & Admin - Financial Planning Support

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

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.