Technical Administrator

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

Job summary

A leading company is seeking a Technical Administrator to join their remote team. This full-time role involves managing client policy information, ensuring compliance, and delivering exceptional service to financial advisers. Ideal candidates will have strong communication skills and experience in financial services, offering flexibility in a dynamic environment.

Benefits

100% remote work

Flexibility and autonomy

Opportunity for growth

Qualifications

• Experience in financial services, especially in a support role.
• Ability to work independently in a remote setting.
• Comfortable working with multiple systems and managing data.

Responsibilities

• Preparing and reviewing client policy information.
• Conducting compliance checks and liaising with advisers.
• Managing CRM systems and client data.

Skills

Excellent communication

Attention to detail

Client service skills

Proactive problem solving

Tools

IO

Dynamic Planner

Job description

Social network you want to login/join with:

Technical Administrator, preston, lancashire

col-narrow-left

Client:

facilit8 Business Support

Location:

preston, lancashire, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

5

Posted:

10.06.2025

Expiry Date:

25.07.2025

col-wide

Job Description:

? 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