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!

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