https://jobs.co.uk/job/technical-administrator-financial-planning-ellis-james-partners-ltd--6c48b5b5-9b78-4145-92af-fb92425249bc RSS feed for Technical Administrator - Financial Planning at Ellis James Partners Ltd. en-gb Wed, 10 Jun 2026 10:43:59 GMT https://jobs.co.uk/job/technical-administrator-financial-planning-ellis-james-partners-ltd--6c48b5b5-9b78-4145-92af-fb92425249bc https://jobs.co.uk/job/technical-administrator-financial-planning-ellis-james-partners-ltd--6c48b5b5-9b78-4145-92af-fb92425249bc Mon, 01 Jun 2026 23:00:00 GMT Location: Canford Cliffs | Salary: £26000 - £30000/annum | Type: Permanent | Technical Administrator - Financial Planning £26,000 - £30,000 | Financial Planning | Office-based Canford Cliffs / Sherborne In 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 doing You''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, illu... Permanent