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Paraplanning Administrator

Recruit UK
Closing date
26 Jul 2021

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Contract Type
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Job Title: Paraplanning Administrator

Industry: Financial Services

Location: Hambledon, Hampshire

Salary: £20,000 - £24,000

Job reference: 15470

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanning Administrator to join a Wealth Management practice in Hambledon, Hampshire.

This Chartered firm is looking for an experienced Paraplanning Administrator to join and support their team of Paraplanners and Financial Advisers.

As a Paraplanning Administrator you will be supporting the Paraplanners and Advisers with a wide range of administrative tasks and responsibilities where you will assist with a High-Net-Worth client base.

Duties will include, but not be limited to the following:
  • Support and liaise with Paraplanners and Advisers
  • Send Letters of Authority and obtain any discharge forms
  • Maintain and manage internal systems, chase ceding scheme providers and prepare critical yield calculators
  • Liaise with Clients, Advisers and Providers daily

  • Salary up to £24,000
  • Exam support
  • Quarterly bonus
  • Relevant IT system training

Skills required:
  • Experienced working for a Wealth Management Practice or Financial Services company
  • Knowledge of Pensions and Investment products
  • Excellent organisational and communication skills

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management firm based in Hambledon on a Paraplanning Administrator role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
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