Senior Paraplanner & Technical Admin - Wealth Planning

Financial Divisions; Horsham; On-site; GBP 38,000 - 45,000; Full time

Benefits offered by this job

Birthday off

23 days holiday + bank holidays

Pay rises per exam you pass

Full study support for industry exams

Job summary

Financial Divisions, a boutique independent Chartered wealth planning firm near Horsham, is seeking a Senior Technical Administrator to handle end-to-end administration and paraplanning support across the back-office.

You will conduct suitability report writing, process new business, provide ongoing client servicing, and prepare meeting packs ahead of meetings. Training and induction provided.

Qualifications

• At least 3 years' wealth management experience.
• Experience in paraplanning and suitability reporting.
• Proven ability to process new business and service clients.
• Strong attention to detail and accurate document drafting.
• Familiarity with back-office systems.

Responsibilities

• Write suitability reports and prepare meeting packs.
• Process new business applications and ongoing client servicing.
• Draft LOAs and LOVs and respond to client queries.
• Provide ad hoc admin support to advisers.

Skills

Wealth management experience

Paraplanning

Suitability reports

Client servicing

Back-office administration

Tools

Xplan

Job description

Financial Divisions, a boutique independent Chartered wealth planning firm near Horsham, is seeking a Senior Technical Administrator to handle end-to-end administration and paraplanning support across the back-office.

You will conduct suitability report writing, process new business, provide ongoing client servicing, and prepare meeting packs ahead of meetings. Training and induction provided.