Technical Administrator - Financial Planning

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 plannin...