Technical Administrator- Wealth Management

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.