Technical Administrator

JR United Kingdom; Cardiff; Remote; GBP 25,000 - 35,000; Full time

Job summary

A leading company in financial services is seeking a Technical Administrator to join their remote team. This role involves supporting financial advisers by ensuring compliance, conducting assessments, and producing necessary documentation. Ideal candidates will have excellent communication skills, strong attention to detail, and experience in financial services. Enjoy the benefits of working remotely while contributing to exemplary client support.

Benefits

Flexibility and autonomy in a remote setting

Growth opportunities in a fast-moving business

Team of passionate, values-led professionals

Qualifications

• Strong experience in a support or compliance role within financial services.
• Ability to work independently in a remote setting.
• Familiarity with industry tools is advantageous.

Responsibilities

• Preparing and reviewing client policy information.
• Carrying out tax and product comparisons and calculations.
• Producing key documentation like advice sets and business submission packs.

Skills

Excellent communication

Client service skills

Attention to detail

Problem solver

Proactive

Education

Experience in financial services

Tools

CRM systems

IO

Dynamic Planner

Job description

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At facilit8, we provide high-quality, personal, and reliable business support for ambitious financial advisers, planners, and mortgage brokers across the UK. Built by advisers for advisers, we help our partners focus on what they love, scale without hiring staff, and achieve their ideal work-life balance.

We deliver integrated services that span paraplanning, technical administration, client servicing, and executive support – all backed by a dedicated team of hand-picked professionals who thrive on helping businesses run smoothly and compliantly.

? About the Role

? About facilit8 Business Support

At facilit8, we provide high-quality, personal, and reliable business support for ambitious financial advisers, planners, and mortgage brokers across the UK. Built by advisers for advisers, we help our partners focus on what they love, scale without hiring staff, and achieve their ideal work-life balance.

We deliver integrated services that span paraplanning, technical administration, client servicing, and executive support – all backed by a dedicated team of hand-picked professionals who thrive on helping businesses run smoothly and compliantly.

? About the Role

We are looking for a Technical Administrator to join our growing remote team. This is a full-time position for someone who is highly organised, detail-driven, and passionate about supporting the financial advice profession.

You’ll play a vital role in the day-to-day running of our partners’ businesses – from building advice sets to performing key tax calculations, policy analysis, and business submissions. You’ll also be helping ensure their advice processes remain efficient, compliant, and client-focused.

Key Responsibilities

As a Technical Administrator, your tasks may include:

• Preparing and reviewing client policy information
• Carrying out tax and product comparisons and calculations
• Producing key documentation such as advice sets, illustrations, and business submission packs
• Conducting compliance checks and liaising with advisers on outstanding requirements
• Managing CRM systems and client data
• Supporting pipeline processes and performance reporting

You’ll work closely with paraplanners, administrators, and Partner Success Managers to deliver seamless support and exceptional service.

? What We’re Looking For

• Excellent communication and client service skills
• Strong attention to detail and ability to follow processes accurately
• Experience in financial services, especially in a support or compliance role
• Comfortable working with multiple systems and managing data
• Proactive problem solver with the ability to work independently in a remote setting
• Familiarity with industry tools such as IO, Dynamic Planner, or similar platforms is advantageous
  

? Why Work With Us?

• Work 100% remotely with a team of passionate, values-led professionals
• Play a key role in helping financial advice businesses deliver exceptional client outcomes
• Enjoy flexibility, autonomy, and the opportunity to grow in a fast-moving business
• Be part of a team that values reliability, professionalism, and genuine collaboration