Technical Administration Associate (Full-Time & Part-Time)William Highbourne Wealth Management Ltd
Salary: £28,000 – £36,000 per annum (depending on experience and qualifications)
Hours: Full-Time and Part-Time opportunities available
Benefits: 4x Death in Service Cover, Mintago Salary Sacrifice Benefits, NEST Pension, Professional Qualifications Support
Develop Your Career Towards Becoming a Financial Planner
William Highbourne Wealth Management is an established and growing independent financial planning firm. As we expand and relocate to our new offices at Woodbury Business Park, we are seeking ambitious and technically capable individuals to join our team as Technical Administration Associates.
This role is ideal for someone who enjoys the technical side of financial planning and is looking to progress into a client-facing Financial Planner or Wealth Manager role within the next 2 to 4 years.
The Opportunity
Working closely with our advisers and paraplanning team, you will play a key role in researching, analysing and implementing financial planning recommendations while developing the technical expertise required to become an adviser.
This is not a traditional administration role. We are looking for individuals who want to build a long-term career in financial planning and who are excited by investment, pension, retirement and tax planning.
Key Responsibilities
- Supporting advisers with the preparation and implementation of financial planning recommendations.
- Researching pensions, investments, protection and estate planning solutions.
- Preparing suitability reports and technical planning documentation.
- Producing cashflow modelling and financial planning analysis.
- Reviewing client investment portfolios, risk profiles and asset allocations.
- Conducting product and provider research.
- Processing new business and recommendation implementation.
- Liaising with providers, platforms, solicitors, accountants and other professional connections.
- Maintaining accurate client records and compliance documentation.
- Assisting with annual reviews and ongoing client servicing.
- Supporting investment research and model portfolio reviews.
- Ensuring all work complies with FCA regulations and Consumer Duty requirements.
These responsibilities align with the firm's technical support, research and adviser support functions, including product research, portfolio analysis, recommendation implementation and maintaining client records.
About YouEssential
- Level 4 Diploma in Regulated Financial Planning (or equivalent), or actively working towards completion.
- Previous experience within financial planning, wealth management, investments, pensions, banking or financial services.
- Excellent analytical and problem-solving skills.
- Strong attention to detail.
- A professional and client-focused approach.
- Good report writing and communication skills.
Desirable
- Experience using financial planning software, platforms and CRM systems.
- Experience writing or supporting suitability reports.
- Understanding of pensions, investments, tax planning and protection.
- Progress towards Chartered Financial Planner status.
Career Progression
At William Highbourne, we do not view this as a career administration role.
Our objective is to develop successful candidates into future:
- Financial Planners
- Wealth Managers
- Investment Advisers
You will receive hands-on mentoring, exposure to client work, attendance at client meetings and support in developing both your technical and interpersonal skills, with the goal of becoming client-facing within 2 to 4 years.
What We Offer
- Salary of £28,000 to £36,000, depending on experience and qualifications.
- 4x salary Death in Service benefit.
- Mintago salary sacrifice benefits platform.
- NEST workplace pension.
- Support towards Chartered status and ongoing professional qualifications.
- Structured career progression pathway into advice.
- Modern offices at Woodbury Business Park.
- Friendly, supportive and ambitious team environment.
- Opportunity to grow alongside an expanding and successful financial planning business.
Why Join William Highbourne?
Our move to Woodbury Business Park represents the next phase of growth for the business. We are investing in our people, technology and client proposition and are looking for individuals who want to build a genuine career rather than simply fill a role.
If you have strong technical knowledge, enjoy financial planning and want the opportunity to become a Financial Planner in the future, we would love to hear from you.
Please apply with your CV and a covering letter outlining your qualifications, experience and long-term career ambitions.
Pay: £28,000.00-£36,000.00 per year
Benefits:
- Childcare
- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Financial planning services
- Free parking
- Life insurance
- On-site parking
Ability to commute/relocate:
- Exeter, Devon: reliably commute or plan to relocate before starting work (required)
Education:
- A-Level or equivalent (required)
Experience:
- Financial services: 1 year (required)
Language:
Work authorisation:
- United Kingdom (required)
Work Location: In person
