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Job Specification

Financial Services
East Sussex, West Sussex, Hybrid home working



To work with junior Financial Planners, ensuring that the new business process and Suitability Report is completed to a standard where the adviser can review and send to client.
Liaise with the client during the new business process and account opening.

  • Apply for Platform accounts, Pensions independently and sometimes more complex arrangements like SSAS and VCTs under Financial Adviser supervision
  • Keep comprehensive diary notes to ensure business recommended is followed through.
  • Keep clients up to date and proactively deal with any issues that can arise when opening accounts and transferring investments etc.
  • Ensure agreed action points get diarised, actioned and completed as per business process
  • Opening post, scanning, distributing and filing
  • Onboarding new clients
  • Submitting information requests to providers
  • Submitting new business cases and seeing through to completion
  • Preparing comparisons and illustrations
  • Preparing information for client meetings, by way of updating data held and gathering paperwork required
  • Preparing for annual reviews
  • Writing simple templated recommendation reports
  • Pulling together compliant files
  • Basic financial administration
  • Using investment platforms
  • Updating and ensuring IO is used to the best advantage of the company


  • Microsoft Word and Excel. Outlook. Teams.
  • Some system knowledge of Cash Flow Projection Systems and Back Office.
  • We use I4C, Adviser Asset and Intelliflo and can offer training as long as you have generic experience of these types of systems (cash flow skills only relevant for trainee paraplanner)


We are not an organisation that aims to micro-manage people, we have clear and democratically designed processes.  Designed by the people that currently do these roles.  We aim to employ independently motivated people who can then apply themselves to the role.

  • Highly organised, methodical, analytical and disciplined, able to work independently and as part of a team.
  • Very good written communication essential.
  • Ability to assimilate technical information into an understandable format for clients
  • Highly numerate
  • Shows initiative and takes personal responsibility for completing tasks
  • Able to work within defined business processes
  • Adopts a positive attitude, willing to assist others when busy
  • Able to work under pressure on occasions to achieve deadlines
  • Excellent attention to detail
  • Able to achieve agreed outcomes without supervision
  • Able to prioritise and plan own workload

Experience and Qualifications

  • At least 2 years’ experience working as a more senior administrator/trainee paraplanner
  • At least 2 years working within a financial planning environment

Reference: 2594

Salary £25,000 - £30,000
Speak to one of our consultants 0203 764 2350

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