Financial Services Administrator

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.

• 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.

• Experience with in 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

• 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

We are an equal opportunities employer and we never charge candidates a fee for our services.

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