Technical Administrator
My client is seeking a dedicated and detail-oriented Technical Administrator to provide essential support to their Financial Advisers and Senior Paraplanner. The role involves managing various client administration tasks, enabling their advisers to focus more on client-facing activities. Responsibilities include attending client meetings, conducting research, preparing client recommendations, and maintaining strong relationships with providers and third parties.
Key Responsibilities:
- Conduct research and analysis to meet client needs and objectives, including cashflow modelling.
- Support Financial Advisers in preparing and presenting client financial plans, completing illustrations, and processing new business applications.
- Attend client meetings with Financial Advisers when required.
- Prepare simple wealth suitability reports, including obtaining illustrations and application paperwork.
- Manage pre and post-action requirements for ongoing advice meetings, updating client information in the back-office system (XPLAN), and keeping both advisers and clients informed.
- Liaise with product providers and other third parties as needed.
- Own and resolve client queries, process platform actions, and meet client needs such as withdrawal requests.
- Prepare and maintain compliant client files.
- Support Client Administrators in their daily activities.
- Provide regular status updates to clients on transfers, withdrawals, and other matters.
- Process business and ensure completion within company and client service level agreements (SLAs).
- Answer incoming calls as required.
- Take responsibility for personal performance and identify development areas.
- Promote the business profile within the profession and wider communities.
- Comply with all legislative and regulatory requirements.
Additional Duties:
- Undertake additional or other duties as needed to meet business requirements.
- Build relationships with key stakeholders and the Client Services team.
- Travel for client visits, which may involve working outside office hours.
Qualifications and Experience:
Essential:
- Level 4 Diploma in Financial Planning
- Experience working in a Wealth Practice
- Experience processing new business on
provider platforms
- Friendly and professional communication manner
- Proficiency in Microsoft applications
Desirable:
- Experience in constructing accurate reports
Attributes:
- Outgoing and confident team player
- Strong technical and product knowledge with the ability to develop collaborative relationships and provide excellent customer service
- Desire to provide great service to stakeholders and clients
- Ability to build relationships and work as part of a team
- Excellent attention to detail with experience in compliance and risk management
- Dedication to maintaining internal quality standards
- Commitment to continuous professional development to meet regulatory requirements and personal development needs
- Determination to stay updated with legislative and industry changes
- Ability to prioritise tasks and work efficiently under pressure or tight deadlines
Additional Information:
You will benefit from being part of a fun, friendly, and dynamic team within a growing business. Additional benefits include:
- A competitive salary up to £40,000, dependent on experience
- Yearly incentive scheme
- Training and development in a supportive environment
- Participation in a company share option scheme
- Salary sacrifice EV car scheme
- Contributory pension
- Death in service
- Eye care vouchers
- Hybrid working arrangements
- 23 days holiday
- 4 additional 'Life Happens Days' for unexpected emergencies
- An extra day's holiday on your birthday
The successful candidate will be able to operate on a hybrid basis, with a minimum of four days per week spent either in the office or attending client meetings.
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