Job Description
Adviser Support / Technical Administrator
Financial Planning
Witney - Oxfordshire
£27,000 - £36,000 + Bonus
Good Technical Administrator roles are defined by structure, support, and the adviser you're working with - this one ticks those boxes.
This role sits within a well-structured practice that places a real emphasis on development, support, and long-term progression.
The Opportunity
You'll work closely with a dedicated adviser, taking ownership of the administrative and technical side of the client journey - from initial preparation through to completion.
It's a role that combines:
* Technical accuracy
* Proactive case management
* Consistent, high-quality client communication
You'll be part of a team that values doing things properly, with the systems and structure in place to support that.
What You'll Be Doing
* Managing new and ongoing cases, ensuring everything is processed accurately and within expected timeframes
* Handling Letters of Authority, provider requests, and documentation from start to finish
* Keeping Salesforce fully up to date with client information, meeting notes, and case progress
* Supporting the adviser with meeting preparation and follow-up
* Acting as a key point of contact for clients, maintaining a professional and responsive service
* Working closely with paraplanners and the wider team to ensure smooth case progression
What They're Looking For
* Experience within financial services (IFA / wealth management environment ideal)
* Strong attention to detail and organisational skills
* Comfortable managing multiple cases at different stages
* Confident communicator, both written and verbal
* Someone proactive, reliable, and keen to develop
Why This Role Stands Out
* Supportive, well-run practice with clear structure
* Close adviser relationship (not a "processing factory" role)
* Genuine focus on development and progression
* Exposure to the full client journey
* Bonus structure in place
If you're currently in a technical admin or client support role and looking for a more structured environment with clear progression, this is well worth exploring.