Full job description*Paraplanner (Senior Technical Administrator)
*Offices near Horsham (Sussex) - Hybrid working
*Boutique IFA with 400 clients
*£40k - £45k basic salary plus discretionary bonus
*23 days holiday + bank holidays
*Pay rises per exam you pass
*Your Birthday off work
*Full study support for industry exams
My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £10m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years.
The Directors are creating a brand-new role for a Paraplanner/Senior Technical Administrator who will be responsible for conducting end to end technical administration and suitability report writing. This role is suitable for a candidate with at least 3 year of wealth management experience and has a well rounded technical knowledge of a range of products, but team fit will be crucial. Full training will be provided and an induction to get you up and running.
If this role sounds of interest or any other roles I am working on please get in touch.