Financial Administrator (Technical Administrator)
Location: St Helens
Sector: FCA-Regulated Financial Services
Full-time | Permanent
A well-established and highly respected financial planning firm is seeking an experienced Financial/Technical Administrator to support advisers in delivering high-quality ongoing and new business administrative support.
This is an excellent opportunity for a technically strong administrator who enjoys managing cases end-to-end, thrives in a structured regulatory environment, and takes pride in delivering accurate, compliant work.
The Role
You will play a key role in supporting advisers by:
Managing ongoing advice cases from start to completion
Preparing and issuing compliant advice documentation within agreed service standards
Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts)
Supporting fund switches, top-ups, new business submissions and annual reviews
Completing projections and technical calculations to assist adviser recommendations
Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases
Tracking pipeline business and ensuring smooth workflow management
Maintaining accurate, compliant client records in line with FCA requirements
You will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity.
About You
We're looking for someone who has:
Experience within FCA-regulated financial services (Desirable)
Strong technical understanding of ongoing advice and regulated documentation
High attention to detail and excellent organisational skills
The ability to manage multiple cases and deadlines efficiently
Confidence in producing detailed, accurate written documentation
A proactive and collaborative approach
What's on Offer
A supportive and professional team environment
Clear processes and structured workflows
Opportunities for ongoing development and accreditation
A stable, growing business with strong compliance standards
Hybrid working arrangements
If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you.
Apply confidentially today to learn more.
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