Paraplanning Support Administrator

About the role

Reporting to the Paraplanner Manager, the Paraplanning Support Administrator works closely with administrators, paraplanners, financial advisers and the compliance team to deliver high‑quality financial planning services. The role focuses on preparing annual review meetings, assembling documentation for suitability letters, and coordinating with the central admin team for new business and policy servicing.

Key responsibilities

• Prepare and organise materials for annual review meetings.
• Gather and compile information and documents for paraplanners to produce suitability letters.
• Liaise with the centralised admin team on new business onboarding and policy servicing processes.
• Provide key information and support to paraplanners and financial advisers.
• Maintain accurate records and ensure compliance with internal standards.

Required profile

• Excellent written and verbal communication skills.
• Strong interpersonal abilities and a collaborative team‑player attitude.
• Highly organised with great attention to detail.
• Experience navigating common platform providers and reporting tools.
• Basic IT proficiency and commitment to ethical standards.
• Commitment to ongoing professional development, ideally working towards a Level 4 Diploma in Financial Planning.

Required skills

• Microsoft Word
• Microsoft Excel
• SharePoint
• Microsoft Teams

What we offer

• Flexible working arrangements.
• Training and development opportunities, including support for professional qualifications.
• Office closure over the Christmas holidays.