This Paraplanning Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.As a Paraplanning Administrator, your duties will include:Produce simple suitability letters and non-complex reportsAssist Paraplanners with gathering research and documentation for reports, recommendations and suitability letters.Ensure all compliance paperwork is completedPrepare application forms and paperwork required for the advice processProcess and manage standard and more complex new business and servicing through to completionChase progress of applications and inform the Financial Advisers should any issues ariseProcess any servicing changes to clients'' investmentsPrepare client portfolio valuations and review documentsHold regular meetings with your Paraplanners and Financial Adviser to discuss ongoing and upcoming casesParaplanning Administrator RequirementsYou must have experience within a financial planning firm and have supported Financial AdvisersYou should have knowledge of financial planning products and the client processYou will ideally hold RO1 or CF1You must have excellent numeracy and literacy skills (GCSE grades A - C or 4 - 9)You must be competent using Microsoft Office products and industry softwareThe CompanyOur client has been established for over 40 ..... full job details .....