Senior Paraplanner & Admin Lead — Wealth Management

Willday Wealth Management Limited; Leicester; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

28 days holiday

Job summary

Willday Wealth Management Limited in Leicester is seeking a Senior Administrator/Paraplanner to support advisers, produce high‑quality technical work, and help maintain compliant processes across the business.

You'll mentor junior colleagues, manage client journeys from onboarding to review, and provide proactive, detail‑driven administrative support in a collaborative, professional environment.

Qualifications

• 5+ years experience in paraplanning or senior financial services administration within an IFA or wealth management firm
• Strong knowledge of pensions, investments and protection products
• Excellent attention to detail and accuracy in written work
• Strong communication and organisational skills
• Proactive, problem-solving approach and ability to manage multiple priorities
• Confidence using FE Analytic, Defaqto and CashCalc

Responsibilities

• Answering incoming calls and responding to queries in a professional manner
• Chasing providers for outstanding information
• Chasing clients for outstanding information
• Proactively contacting clients or providers directly to obtain missing information
• Maintain compliance records and the FCA Daybook
• Analyse policy arrangements after Letter of Authority information is received
• Produce portfolio overviews for advisers based on LOA data
• Produce risk reports, fund research and cashflow models
• Produce annual review reports for clients
• Write suitability letters for all business
• Complete new business submission sheets and ensure online submissions are made when cases are compliant
• Conduct research for protection products
• Prepare recommendation overviews and documentation for adviser meetings
• Sitting in on adviser meetings to provide support
• Quality checking reports or documents produced by junior staff
• Guidance and training to junior team members
• Booking meetings with clients and managing adviser diaries

Skills

Paraplanning

Senior admin experience

Tools

FE Analytic

Defaqto

CashCalc

Job description

Willday Wealth Management Limited in Leicester is seeking a Senior Administrator/Paraplanner to support advisers, produce high‑quality technical work, and help maintain compliant processes across the business.

You'll mentor junior colleagues, manage client journeys from onboarding to review, and provide proactive, detail‑driven administrative support in a collaborative, professional environment.