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.

You will play a key role in supporting advisers by:

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  Managing ongoing advice cases from start to completion
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  Preparing and issuing compliant advice documentation within agreed service standards
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  Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts)
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  Supporting fund switches, top-ups, new business submissions and annual reviews
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  Completing projections and technical calculations to assist adviser recommendations
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  Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases
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  Tracking pipeline business and ensuring smooth workflow management
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  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.

We're looking for someone who has:

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  Experience within FCA-regulated financial services (Desirable)
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  Strong technical understanding of ongoing advice and regulated documentation
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  High attention to detail and excellent organisational skills
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  The ability to manage multiple cases and deadlines efficiently
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  Confidence in producing detailed, accurate written documentation
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  A proactive and collaborative approach

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  A supportive and professional team environment
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  Clear processes and structured workflows
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  Opportunities for ongoing development and accreditation
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  A stable, growing business with strong compliance standards
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  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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