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- Tasks: Support financial advisers by managing client data and ensuring compliance.
- Company: facilit8 provides top-notch business support for financial professionals across the UK.
- Benefits: Enjoy remote work, flexibility, and opportunities for personal growth.
- Why this job: Join a passionate team dedicated to making a real impact in financial advice.
- Qualifications: Strong communication skills and attention to detail; experience in financial services preferred.
- Other info: Work closely with a supportive team in a fully remote environment.
The predicted salary is between 28800 - 43200 £ 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
Technical Administrator employer: facilit8 Business Support
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 a solid understanding of these platforms will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. Be ready to discuss specific situations where your attention to detail made a significant impact on your team's success.
✨Tip Number 3
Network with professionals in the financial services sector, especially those who work in compliance or support roles. Engaging with industry peers can provide valuable insights and may even lead to referrals that could strengthen your application.
✨Tip Number 4
Prepare to discuss your problem-solving abilities during the interview. Think of examples where you proactively identified issues and implemented solutions, as this aligns perfectly with the proactive nature the role demands.
We think you need these skills to ace Technical Administrator
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and skills required for the Technical Administrator position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: Emphasise any previous experience in financial services, particularly in support or compliance roles. Use specific examples to demonstrate your attention to detail and ability to follow processes accurately.
Showcase Communication Skills: Since excellent communication is crucial for this role, include examples of how you've effectively communicated with clients or team members in past positions. This will help illustrate your client service skills.
Tailor Your CV and Cover Letter: Make sure your CV and cover letter are tailored specifically for the Technical Administrator role. Use keywords from the job description and ensure your documents reflect your passion for supporting the financial advice profession.
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. During the interview, practice clear and concise responses, and be ready to explain complex concepts in simple terms, as you would when liaising with advisers or clients.
✨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 some research beforehand and express your willingness to learn about these platforms during the interview.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle compliance checks or client data management. Think of scenarios where you successfully navigated challenges in a remote work environment.