Technical Wealth Planning Administrator / Junior Paraplanner (SJP Practice)

Technical Wealth Planning Administrator / Junior Paraplanner (SJP Practice)Location: London (Hybrid - 2-3 days per week in the office)Salary: £40,000 + discretionary bonusAre you an experienced Wealth Planning Administrator looking to develop into a Junior Paraplanner role?Or perhaps you''re currently working within an SJP Practice, IFA or Wealth Management firm and feel ready for a more technical position with greater responsibility?If so, we may have the perfect opportunity for you .The Role / CompanyOur client is a successful and growing Wealth Management practice seeking a Technical Wealth Planning Administrator / Junior Paraplanner to provide high-level support to the Advisers within the business.This is an excellent opportunity for an experienced administrator who enjoys the technical side of wealth planning and wants to further develop their knowledge and career within a professional and highly regarded firm.You will work closely with the Advisers, taking responsibility for producing client documentation, processing new business and ensuring clients receive an exceptional level of service throughout the advice process.As a Technical Wealth Planning Administrator / Junior Paraplanner, your responsibilities will include:Producing suitability reports, client correspondence and recommendation documentationPreparing quotations, illustrations, valuations and other technical documentationProcessing new business accurately and efficiently in line with FCA and company ..... full job details .....