Technical Administrator - #1770039

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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 ? 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 As a Technical Administrator, your tasks may include:

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



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