Senior Technical Administrator

Are you a financial services professional seeking advancement in your career? This opportunity might be tailor-made for you. We are in search of an adept Paraplanner or Senior Technical Administrator to offer top-tier technical support to our client’s expanding client base.

The ideal candidate will:

• Possess extensive experience in financial services, accompanied by a Level 4 qualification (or actively pursuing one).
• Demonstrate exceptional technical prowess.
• Have hands-on experience with IO and platforms.

Located in Bourne End, Buckinghamshire, our client is an independent financial planning firm with a 25-year track record of providing a top-quality offering for clients. Their commitment to professional service, clear communication, and approachability has garnered long-lasting client relationships.

Responsibilities for this role may include:

• Consolidating client information.
• Conducting research.
• Generating client illustrations.
• Drafting suitability reports.
• Facilitating the advisory process to completion.

In this role, you will be a pivotal member of the team, supporting their Financial Planners and guiding Trainee Paraplanners to ensure clients receive unparalleled advice and service.

Your benefits will include:

• Competitive salary (up to £45,000 based on experience).
• Generous holiday entitlement (24 days plus bank holidays).
• Immediate enrolment in a pension scheme with enhanced employer contributions.
• Support for ongoing training and development.

If you feel you fit the bill, we await your application.