Administrator / Junior Paraplanner
| Posting date: | 22 February 2026 |
|---|---|
| Hours: | Part time |
| Closing date: | 24 March 2026 |
| Location: | Ashford, Kent |
| Remote working: | Hybrid - work remotely up to 1 day per week |
| Company: | Asset Wealth Advisory |
| Job type: | Contract |
| Job reference: | A12985 |
Summary
Company Description
Asset Wealth Advisory is a boutique wealth management firm providing tailored financial advice to individuals and businesses. We specialise in retirement planning, inheritance tax strategies, and protection planning, delivering transparent, ethical, and personalised solutions to support long-term financial security.
Role Description
This is a part-time, hybrid role for an Administrator / Junior Paraplanner, ideally based in or around Ashford, Kent. The role offers flexibility, with a combination of remote working and in-office presence as required by the needs of the business.
You will support the day-to-day running of the firm, working closely with the adviser to ensure a high standard of client service and operational efficiency. This is an excellent opportunity for someone looking to further develop within financial services and gain broader exposure to wealth management.
Key responsibilities include:
Managing diaries and coordinating client meetings
Maintaining accurate client records and back-office systems
Assisting with client communications and follow-ups
Supporting report writing and suitability documentation
Reviewing Letters of Authority (LOAs) and tracking provider responses
Collecting and organising pension, investment, and policy information
Qualifications & Experience
Previous experience working within financial services is essential
Strong administrative and organisational skills
Excellent attention to detail
Confident written and verbal communication skills
Comfortable using Microsoft Office and CRM/back-office systems
Ability to work independently and manage time effectively
Progression towards, or interest in, financial services qualifications (e.g. CII) is desirable
What We Offer
Flexible working structure
Exposure to a wide range of financial planning cases
Opportunity for progression within the firm
Supportive and professional working environment
How to Apply
Please send your CV to asif.hussain@assetwealthadvisory.co.uk
Asset Wealth Advisory is a boutique wealth management firm providing tailored financial advice to individuals and businesses. We specialise in retirement planning, inheritance tax strategies, and protection planning, delivering transparent, ethical, and personalised solutions to support long-term financial security.
Role Description
This is a part-time, hybrid role for an Administrator / Junior Paraplanner, ideally based in or around Ashford, Kent. The role offers flexibility, with a combination of remote working and in-office presence as required by the needs of the business.
You will support the day-to-day running of the firm, working closely with the adviser to ensure a high standard of client service and operational efficiency. This is an excellent opportunity for someone looking to further develop within financial services and gain broader exposure to wealth management.
Key responsibilities include:
Managing diaries and coordinating client meetings
Maintaining accurate client records and back-office systems
Assisting with client communications and follow-ups
Supporting report writing and suitability documentation
Reviewing Letters of Authority (LOAs) and tracking provider responses
Collecting and organising pension, investment, and policy information
Qualifications & Experience
Previous experience working within financial services is essential
Strong administrative and organisational skills
Excellent attention to detail
Confident written and verbal communication skills
Comfortable using Microsoft Office and CRM/back-office systems
Ability to work independently and manage time effectively
Progression towards, or interest in, financial services qualifications (e.g. CII) is desirable
What We Offer
Flexible working structure
Exposure to a wide range of financial planning cases
Opportunity for progression within the firm
Supportive and professional working environment
How to Apply
Please send your CV to asif.hussain@assetwealthadvisory.co.uk