Senior Technical Administrator – Wealth Management

About the role

We are seeking a Senior Technical Administrator to join a boutique independent wealth planning firm serving high‑net‑worth clients across Sussex. The role combines end‑to‑end administration with paraplanning support, ensuring smooth back‑office operations for a portfolio of around 400 clients.

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.
• Collaborate with the senior paraplanner on cash‑flow modelling and retirement planning support.

Required profile

• Minimum three years’ experience in wealth management or financial services administration.
• Strong attention to detail and ability to work accurately under tight deadlines.
• Excellent written communication for report writing and client correspondence.
• Team‑oriented mindset; cultural fit is essential.

Required skills

• Proficiency with Xplan back‑office system.

What we offer

• Basic salary between £38,000 and £42,000 per year.
• Discretionary performance bonus.
• 23 days holiday plus bank holidays and your birthday off.
• Full study support for industry examinations.
• Hybrid working model with two days remote per week.