Technical Administrator - Financial Planning
£26,000 - £30,000 | Financial Planning | Office-based
Canford Cliffs / Sherborne
In financial planning, the client experience is shaped long before an adviser speaks to a client.
It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes.
This role sits inside that function.
You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace.
This is an office-based position, working from either the Canford Cliffs or Sherborne office.
What you'll be doing
You'll be responsible for the day-to-day administrative workflow that supports financial planning advice.
This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You'll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made.
You'll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you'll liaise with advisers, clients, and third parties to keep everything on track.
A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates. You'll also assist with preparing valuations and maintaining review systems where required.
Alongside core administration, you'll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations.
What we're looking for
You'll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration.
You don't need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice.
Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential. You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure.
Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment.
Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role.
Experience in a St. James's Place (SJP) environment is preferred but is not essential
Practical details
£26,000 - £30,000 depending on experience
Office-based (Canford Cliffs or Sherborne)
Full-time role
