Location
NOTTINGHAM
Salary Competitive TypePermanent WorkplaceOn-Site Ref87617
Paraplanner / Senior Administrator Financial Services
Location: West Bridgford, Nottingham | Salary: Competitive (based on experience)
An established financial services firm with a 30-year history is looking for an experienced Financial Services Administrator / Paraplanner to join their friendly, office-based team in West Bridgford. This is a fully office-based role with on-road parking available.
Key Responsibilities:
1. Managing and overseeing administration workflows to ensure efficiency.
2. Handling new and existing business administration, including compliance checks.
3. Speaking confidently with clients and providers, ensuring excellent customer service.
4. Supporting the team in developing tailored client proposals.
5. Maintaining and updating Intelligent Office (iO) with accurate client records, valuations, and reports.
6. Using key investment platforms such as Abrdn Wrap, Quilter, Royal London, AJ Bell, Scottish Widows, and FE.
7. Processing fund switches, contributions, withdrawals, LOAs, and managing model portfolios.
8. Experience with VCTs, Group Pensions, GIP, and DIS is beneficial.
What Were Looking For:
9. Previous experience in Financial Services is essential.
10. Strong organisational and time management skills.
11. Ability to manage multiple tasks while meeting deadlines.
12. Experience with Group Pension & Protection schemes.
If you have the right experience and are looking for a structured, office-based role within a close-knit team, wed love to hear from you.