Technical Administrator

We have an exciting opportunity for a technical administrator to join our expanding team. The key purpose of this role is to provide administrative and technical support in all aspects of financial planning and advice.

This is a fantastic opportunity for someone to take the next step in their financial career at an exciting company.

The successful candidate’s key roles will include:

Supporting our paraplanner
Ensuring all documentation is maintained as per company procedures
Coordinating various administrative projects
Ensuring action points resulting from client meetings get diarised, actioned and completed as per business process
Providing a friendly and professional point of contact for clients and administrative enquiries
Preparing client documentation and correspondence before and after meetings following business processes
Sending letters of authority and gathering accurate information with the help of an administrative assistant
Ensuring all supporting documentation is maintained as per company procedures
Ensuring all work is followed up promptly in line with company standards.
And much more.

This role is ideal for someone looking to continue progressing their development. However, there are a few essentials the successful candidate must have:

Microsoft Office experience
Electronic diary management experience
Knowledge of financial services products
Highly organised, methodical and disciplined
Able to prioritise and plan workload
Able to work within defined business processes
Able to analyse data effectively
Able to communicate effectively in verbal and written form
Shows initiative and takes personal responsibility for completing tasks
Excellent attention to detail
Adopts a positive attitude and is willing to assist others when busy
Able to work under pressure on occasions to achieve deadlines
Able to achieve agreed outcomes without supervision
At least three years of experience working as a financial services administrator
RO1 qualified
LP2 qualified.

If this sounds like a role that you think you’d excel in, please send an email with a cover letter explaining why you think you’d be a good fit and a copy of your CV.

If you have any questions, please get in touch.