Technical Administrator - Growing Wealth Management Firm
A dynamic and expanding Wealth Management firm is looking to hire a Technical Administrator to support their team of financial advisers. This is an excellent opportunity for someone organised, proactive, and looking to develop their career in financial services.
Salary & Benefits:
*£20,000 - £35,000 per annum (dependent on experience)
*Additional benefits including pension, training and development, and supportive team culture
Key Responsibilities:
*Prepare suitability reports, illustrations, and other technical documentation for advisers
*Process new business and follow-up documentation with providers
*Conduct compliance and regulatory checks to ensure all client work meets FCA standards
*Maintain accurate client records, including updates in CRM and advisory systems
*Support paraplanners and advisers with research and data collation
*Liaise with providers, clients, and internal teams to resolve queries efficiently
*Assist with ongoing client reviews and account maintenance
*Contribute to process improvements and support operational efficiency
About You:
*Experience working in a technical or paraplanning support role within financial services or wealth management
*Knowledge of financial products, pensions, investments, and protection policies
*Strong attention to detail and organisational skills
*Ability to manage multiple tasks and deadlines in a fast-paced environment
*Excellent written and verbal communication skills
*Proactive and solutions-focused mindset
This role offers the chance to work within a forward-thinking firm and play a key part in delivering excellent client service.