Financial Divisions, a boutique independent Chartered wealth planning firm near Horsham, is creating a new Senior Technical Administrator role.
You will handle end-to-end administration and some paraplanning, including suitability reports, new business processing, and preparing meeting packs for advisers.
Candidates with at least 3 years wealth management experience, support for industry exams, and a collaborative team fit are encouraged to apply.
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Senior Paraplanner & Tech Admin β Wealth Planning in Billingshurst employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.