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Technical Administrator – Wealth Practice | Up to £40,000 Benefits | Hybrid
Are you a detail-driven professional with a flair for client service and technical expertise?
My client, a dynamic and growing wealth management business, is seeking a Technical Administrator to support their Financial Advisers and Senior Paraplanner – freeing them up to do what they do best: deliver outstanding client advice.
What you’ll do:
- Conduct research & cashflow modelling to shape client financial plans
- Prepare reports, illustrations & process new business applications
- Attend client meetings and provide first-class technical support
- Liaise with providers and third parties to resolve client queries
- Keep advisers and clients updated with seamless communication
What you’ll bring:
- Level 4 Diploma in Financial Planning (essential)
- Solid experience in a Wealth Practice
- Strong product knowledge & technical skills
- An eye for detail, a team-player spirit, and a passion for client service
What’s in it for you?
- Salary up to £40,000 (DOE)
- Yearly incentive scheme & company share options
- EV salary sacrifice scheme, contributory pension & death in service cover
- Hybrid working (minimum 4 days office/client meetings per week)
- 23 days holiday 4 “Life Happens” days your birthday off
- Ongoing training & development in a fun, friendly, supportive team
If you’re looking to step into a role where your expertise makes a tangible difference, and you’ll be rewarded with great perks and a fantastic culture – this is the opportunity for you.
Apply now and take the next step in your financial services career!
