modern approach

traditional values

Technical Assistant

Location: Lymm, Cheshire

Salary: £22,000 - £25,000

Type: Permanent

Category: Administration, support & operational

Ref: SW/2421

This growing, highly successful and well regarded Chartered Financial Planning firm continue to live by their values Trustworthy, Friendly, Compassionate and Make an Impact. They offer a unique, warm culture where everyone is truly valued and all work together as a team from the Directors through to their front of office staff.  

They’re looking for a Technical Assistant who share their values, have a passion for financial services and providing the best possible client experience.

What they’re looking for:

A Technical Assistant to work closely with the Technical Specialists (Paraplanners) and their centralised admin team.

You’ll be forward thinking, good with technology, and have excellent attention to detail and a hunger to grow with the business which works with some really exciting clients.

As a small but expanding company the right person means as much to them as the right skills; they only hire people that have a "can do" nature. Ideally, you’ll have strong technical administration experience coupled with a real desire to deliver an excellent client experience through the use of new technology.

Day to day you’ll:

  • Support the work of Technical Specialist.
  • Compile product research to aid the Technical Specialist inform their judgements.
  • Collate, evaluate and process information received (both internal and external).
  • Perform critical yield calculations to determine plan viability.
  • Create illustrations in line with Technical Specialists recommendations.
  • Perform case analysis to highlight omissions prior to handover to Technical Specialist.
  • Support the preparation of Suitability Reports for Technical Specialists to summarise the outcome of client review meetings.
  • Maintain the Quality of Documentation standards set out by the company.
  • Research and Information requests.
  • Send letters of authority to clients.
  • Provide general support to the business administration function.
  • Update all systems to allow consistent data to be accessed by the team.
  • Producing customer statements and generating reports (Microsoft Excel)
  • Attend weekly team meetings.
  • Support the delivery of agreed projects.
  • Support the business CPD process (35 hour per year).

You’ll have:

  • 1-2 years minimum IFA industry experience and good general knowledge of all life, investment, pension, protection and legislation
  • A good understanding of the advisory process and ideally be CFP qualified (or equivalent).  
  • Excellent experience of IT systems. (Word, Excel)
  • Ideally experience of using: Intelligent Office, AJ Bell Investcentre, Parmenion Capital Payments, Investment Fund Direct Limited, Transact, Defaqto, O and M, Assure Web, and FE Analytics
  • The ability to manage own workload.
  • Drive to achieve the team’s goals.
  • Excellent attention to detail.
  • Strong telephone communication skills.
  • Willingness to learn and develop.
  • A desire and commitment to progress personally within Financial Services, and particularly in a Technical Specialist area.
  • Willingness to undertake other duties to support the team and business from time to time.


Key Facts:

34 hours per week with reduced working time in the summer to support family life

Salary: £22,000 - £25,000 pa plus generous bonus scheme 

Benefits:  21 days holiday plus bank holidays and extra days at Christmas

Pension (5% employer contribution) plus access to optional company benefits.

Next steps:

If you’d like to find out more, please apply now or call Jess Wood for a confidential chat on 0117 962 5005.



blog icon

Our latest blog...

Let’s Trash the Bashing and focus on what we do well. You in?

Let’s Trash the Bashing and focus on what we do well. You in?

Jessica Wood
14 March 2016

Fundamentally, recruitment is a ‘people-business’ and we don’t forget that it’s people that make a business. So, when I see the amount of vitriol aimed at recruiters on sites like LinkedIn it does sadden me. I don’t know of many other industries where so much ‘hate’ appears to be expressed so publicly. There is good and bad, I’m sure, in every industry. You’ve got...


Follow us on Twitter

Latest tweets

Follow us: @SandringhamWd

What others say...

I would not hesitate to recommend Sandringham Wood to friends/colleagues looking for a professional recruitment service. Jess and the team have been outstanding from day one, from bringing to my attention a role that was right for me at...

Sandringham Wood
54 Parrys Lane, Stoke Bishop
Bristol, BS9 1AQ

Sandringham Wood is a member of the Recruitment and Employment Confederation

Sandringham Wood Recruitment Ltd is a company registered in England and Wales
(Reg No. 6822844) Registered Office: 54 Parrys Lane, Stoke Bishop, Bristol BS9 1AQ.

© Sandringham Wood Recruitment Ltd 2015 - 2018

Website design by Ammatti