Senior Technical Administrator (Junior Paraplanner)

About the role

We are seeking a Senior Technical Administrator who will also support junior paraplanning tasks for a boutique independent wealth‑planning firm serving high‑net‑worth clients in Sussex. The role combines end‑to‑end client administration with analytical support, ensuring smooth operation of the back‑office.

Key responsibilities

• Prepare suitability reports and draft Letters of Authority (LOAs) and Letters of Variation (LOVs).
• Process new business applications and maintain ongoing client servicing.
• Assemble meeting packs and handle incoming client queries.
• Provide ad‑hoc administrative assistance to advisers.
• Utilise Xplan as the primary back‑office system for data entry and reporting.

Required profile

• Minimum three years’ experience in wealth‑management administration or paraplanning.
• Strong attention to detail and ability to work collaboratively within a small team.
• Willingness to undertake full training and professional development.

Required skills

• Proficiency with Xplan back‑office platform.

What we offer

• Basic salary £38,000‑£42,000 per year plus discretionary bonus.
• 23 days holiday plus bank holidays and a day off for your birthday.
• Comprehensive training, onboarding and study support for industry exams.
• Opportunity to develop both technical and paraplanning expertise in a client‑focused environment.