Senior Technical Administrator / Junior Paraplanner

About the role

This 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 advisers by handling end‑to‑end back‑office processes and producing suitability reports.

Key responsibilities

• Prepare and write suitability reports for new and existing clients.
• Process new business applications and maintain client records.
• Assemble meeting packs and draft letters of authority (LOAs) and letters of variation (LOVs).
• Respond to client queries and provide ongoing administrative support.
• Assist advisers with ad‑hoc tasks and ensure smooth operation of the back‑office.
• Maintain data integrity within the Xplan platform.

Required profile

• Minimum three years’ experience in wealth‑management administration or paraplanning.
• Strong attention to detail and ability to produce accurate documentation.
• Excellent written communication skills for report writing and client correspondence.
• Team‑oriented mindset with a willingness to develop professionally.

Required skills

• Xplan back‑office system

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 qualifications and CPD funding.
• Opportunities for career progression within a high‑retention, client‑focused firm.