Senior Technical Administrator – Wealth Management

About the role

Our client is a boutique independent wealth‑planning firm near Horsham serving high‑net‑worth retirees, accumulators, families and SME owners across Sussex. They are creating a brand‑new Senior Technical Administrator role that will combine end‑to‑end administration with paraplanning support for their 400‑client portfolio.

Key responsibilities

• Write suitability reports and draft letters of authority (LOAs) and letters of variation (LOVs).
• Process new business applications and maintain ongoing client servicing.
• Prepare meeting packs and handle incoming client queries.
• Provide ad‑hoc administrative support to advisers as required.

Required profile

• Minimum three years’ experience in wealth‑management administration or paraplanning.
• Strong team orientation and ability to fit into a client‑focused culture.
• Willingness to undertake further CPD and industry examinations, fully funded by the business.

What we offer

• Basic salary £38,000‑£42,000 per year plus discretionary bonus.
• 23 days holiday plus bank holidays and your birthday off.
• Full study support for industry exams.
• Opportunity to work with Xplan and a range of analytical tools.