Financial Divisions, a boutique independent Chartered wealth planning firm near Horsham, is seeking a Senior Technical Administrator to handle end-to-end administration and paraplanning support across the back-office.
You will conduct suitability report writing, process new business, provide ongoing client servicing, and prepare meeting packs ahead of meetings. Training and induction provided.
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Senior Paraplanner & Technical Admin - Wealth Planning in Horsham 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.