Technical Administrator, Offices near Colchester, £27,000 - £32,000 (DOE), Full-Time


Company 

Financial Divisions

Location 

Colchester

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£27,000 - £32,000 Per Annum

Job Requirements/Description

Office-Based (Hybrid up to 2 days/week after probation)Our client is looking for a Junior Paraplanner to join a friendly, fast-paced wealth management firm near Colchester. You'll support Advisers with technical tasks, suitability reports, and financial planning solutions-primarily in investments and pensions.SJP experience is highly desirable, and we're especially keen to speak with candidates from within the SJP network.Responsibilities:Prepare CFRs, advice sets, and suitability reportsBuild financial planning solutions (new money, drawdown, etc.)Perform technical calculations (carry forward, IHT, CGT - preferred)Manage LOAs, ensure complete client files, liaise with advisersSupport with workflow management and external paraplanning casesRequirements:2+ years' experience with SJPParaplanning or technical admin experience in wealth managementLevel 4 Diploma (or working towards it)Comfortable with annuity illustrations & ceding checksStrong attention to detail, numeracy, and organisationFamiliarity with tools like Analytics/Voyant (preferred)I am eager to hear from talented individuals ready to grow, if you meet the criteria-or are close and eager to learn-please get in touch. Let's have a chat! Contact Sam Negbenebor at Financial Divisions.

Company 

Financial Divisions

Location 

Colchester

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£27,000 - £32,000 Per Annum

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