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- Tasks: Support financial advisers by managing client data and performing key calculations.
- Company: facilit8 provides top-notch business support for financial professionals across the UK.
- Benefits: Enjoy remote work, flexibility, and opportunities for personal growth.
- Other info: Work independently in a supportive, values-driven environment.
- Why this job: Join a passionate team and make a real impact in the financial advice sector.
- Qualifications: Strong communication skills and attention to detail; experience in financial services preferred.
The predicted salary is between 28800 - 48000 £ per year.
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
- 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
Locations
Contact Detail:
facilit8 Business Support Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Administrator
✨Tip Number 1
Familiarise yourself with the tools and software mentioned in the job description, like IO and Dynamic Planner. Having hands-on experience or even a basic understanding of these platforms can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in technical administration roles. Engaging with them on platforms like LinkedIn can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Demonstrate your attention to detail by preparing for potential interview questions that require you to showcase your problem-solving skills. Think of examples where you've successfully managed data or ensured compliance in previous roles.
✨Tip Number 4
Research facilit8 Business Support thoroughly. Understanding their values and the specific challenges they face will help you tailor your conversation during interviews, showing that you're genuinely interested in contributing to their mission.
We think you need these skills to ace Technical Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Technical Administrator at facilit8. Familiarise yourself with the key tasks mentioned in the job description, such as preparing client policy information and conducting compliance checks.
Tailor Your CV: Customise your CV to highlight relevant experience in financial services, particularly in support or compliance roles. Emphasise your attention to detail and any familiarity with industry tools like IO or Dynamic Planner.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for supporting the financial advice profession. Mention specific examples of how your skills align with the role and how you can contribute to facilit8's mission of delivering exceptional client outcomes.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is accurate and presented clearly. A polished application reflects your attention to detail.
How to prepare for a job interview at facilit8 Business Support
✨Showcase Your Attention to Detail
As a Technical Administrator, attention to detail is crucial. Be prepared to discuss specific examples from your past experiences where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Your Communication Skills
Excellent communication is key in this role. Practice articulating your thoughts clearly and concisely, and be ready to explain complex concepts in a way that’s easy to understand.
✨Familiarise Yourself with Relevant Tools
If you have experience with industry tools like IO or Dynamic Planner, make sure to mention it. If not, do a bit of research beforehand so you can speak confidently about how you would adapt to using these systems.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Think of scenarios where you had to manage multiple tasks or resolve compliance issues, and be ready to explain your thought process and the outcomes.