Financial Services - Technical Administrator - Recruitment Solutions : Job Details

Technical Administrator – Wealth Practice | Up to £40,000 Benefits | Hybrid

Are you ready to take your financial services career to the next level? My client is a forward-thinking, supportive wealth management firm where your skills will directly impact client success.

As a Technical Administrator, you will provide vital support to Advisers — attending client meetings, preparing reports and recommendations, liaising with providers, and ensuring client files remain accurate and compliant. This role offers clear scope for progression into an advisory position for those looking to further their career.

What You’ll Need:

• Level 4 Diploma in Financial Planning

• Wealth management/IFA practice experience

• Strong communication, detail, and report-writing skills

• Microsoft Office proficiency (XPLAN experience desirable)

What’s on Offer:

• Salary up to £40,000 benefits

• Hybrid working with occasional client travel

• Genuine career development and progression opportunities in a collaborative environment

This is an exciting opportunity to join a dynamic firm where your work makes a real difference, with excellent prospects for long-term growth.

Apply Now to take the next step in your financial services career.