Technical Administrator - Financial Planning

Technical Administrator - Financial Planning£26,000 - £30,000 Financial Planning Office-basedCanford Cliffs / SherborneIn financial planning, the client experience is shaped long before an adviser speaks to a client.It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes.This role sits inside that function.You''ll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It''s a role where accuracy, organisation, and consistency matter as much as pace.This is an office-based position, working from either the Canford Cliffs or Sherborne office.What you''ll be doingYou''ll be responsible for the day-to-day administrative workflow that supports financial planning advice.This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You''ll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made.You''ll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you''ll liaise with ..... full job details .....