Technical Administrator

JR United Kingdom; Wolverhampton; Remote; GBP 30,000 - 40,000; Full time

Job summary

Une entreprise dynamique recherche un Technical Administrator pour rejoindre son équipe distante. Vous serez responsable de la gestion de la documentation, des calculs clés, et de la conformité, jouant un rôle essentiel dans le soutien aux conseillers financiers, tout en bénéficiant d'une flexibilité de travail à distance.

Benefits

Travail 100% à distance

Flexibilité et autonomie

Opportunités de croissance

Qualifications

• Expérience en services financiers, surtout dans un rôle de support ou de conformité.
• Capacité à suivre des processus avec précision et à traiter des données efficacement.

Responsibilities

• Préparer et examiner les informations sur les politiques client.
• Effectuer des calculs de taxe et des comparaisons de produits.

Skills

Excellent communication skills

Attention to detail

Problem solving

Tools

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