Paraplanner

Financial Divisions; Billingshurst; On-site; GBP 38,000 - 42,000; Full time

Benefits offered by this job

Birthday off work

23 days holiday + bank holidays

Full study support for industry exams

Job summary

Financial Divisions, a boutique independent Chartered wealth planning firm near Horsham, is creating a new Senior Technical Administrator role.

You will handle end-to-end administration and some paraplanning, including suitability reports, new business processing, and preparing meeting packs for advisers.

Candidates with at least 3 years wealth management experience, support for industry exams, and a collaborative team fit are encouraged to apply.

Qualifications

• At least 3 years wealth management experience.
• Experience drafting suitability reports may be required.
• Strong admin and client servicing skills.

Responsibilities

• Perform end-to-end administration and paraplanning support.
• Prepare suitability reports and meeting packs.
• Process new business and ongoing client servicing.
• Answer queries and draft LOAs/ LOVs.
• Provide ad hoc admin support to advisers.

Skills

Wealth management

Paraplanning

End-to-end administration

Suitability reports

Client servicing

Tools

Xplan

Job description

• Senior Technical Administrator
• Offices near Horsham (Sussex)
• Boutique IFA with 400 clients
• £38k - £42k basic salary plus discretionary bonus
• 23 days holiday + bank holidays
• Your Birthday off work
• Full study support for industry exams

My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years.

The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system.

The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running.