This job is no longer available
This job expired on 28/09/2026. It no longer accepts applications.
Senior Technical Administrator & Junior Paraplanner
Financial Divisions · Horsham
Job description
About the role
This brand‑new position combines senior technical administration with junior paraplanning duties for a boutique independent wealth‑planning firm serving high‑net‑worth clients across Sussex. You will support the entire back‑office function, working closely with advisers and clients.
Key responsibilities
- Write suitability reports and draft letters of authority (LOAs) and letters of variation (LOVs).
- Process new business applications and manage ongoing client servicing.
- Prepare meeting packs and handle incoming queries.
- Provide ad‑hoc administrative support to advisers.
- Maintain client records using the Xplan platform.
Required profile
- Minimum three years’ experience in wealth management or financial services.
- Strong team orientation; junior candidates may be considered.
- Willingness to undertake full training and professional development.
Required skills
- Xplan back‑office system.
What we offer
- 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.
- Comprehensive training and onboarding.
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Financial Divisions
Horsham