Login to Apply

Technical Administrator - Financial Adviser Support

Location: Bournemouth
Salary: £25,000 - £29,000

Are you an organised and detail-oriented professional seeking to grow your career in financial services?

A well-established Financial Planning firm known for developing high performing Financial Advisers is seeking an enthusiastic professional to join their adviser support team.

What will you do?

Collaborate closely with financial advisers and the back-office team to ensure seamless operations.
Act as a key liaison for clients, handling queries with professionalism and efficiency.
Maintain communication with providers to manage documentation and updates.
Prepare and manage client records to ensure compliance and accuracy.
Draft Letters of Authority, schedule meetings, and manage adviser diaries.
Process new business and prepare meeting materials to support client engagement. Preferred experience:
Background in financial services is advantageous (e.g., IFA, pensions, investments, wealth management, mortgages).
Excellent administration, time management, and prioritisation skills. What’s on Offer:
Exam support and funding, including salary increase for exam completion
A positive, collaborative work culture with opportunities to become a Financial Adviser
Alternative work locations available in Yeovil, Shaftesbury, and Corsham If you’re ready to take the next step in your career, we’d love to hear from you