Technical Administrator required for a busy and growing financial planning company in Trowbridge, Wiltshire. We're seeking a candidate with exceptional, presentation, communication, and organisational skills to join our team. If you have experience in financial services and are looking for a dynamic role, wed love to hear from you. We will also consider recent graduates with a finance or economics degree who demonstrate the right potential and attitude and are keen to pursue a career in financial planning.
Why This Opportunity Stands Out
- Career Development: We invest in your professional growth with ongoing training and support.
- Dynamic Environment: Be part of a small, vibrant team where your ideas are valued.
- Client-Centric Focus: Build meaningful relationships and impact clients' financial well-being.
- Comprehensive Benefits: Competitive salary, generous holiday entitlement, pension contributions, and a wellness program.
Benefits
- Bonus structure.
- 5% company pension.
- 23 days holiday plus 8 bank holidays, with additional days for long service.
- Group income protection.
- Group life cover.
- 2 paid sick days.
- Flexible Fridays (option to work 8am-4pm).
- Wellness programme including 24/7 online GP, mental health support, second medical opinion, physiotherapy sessions, fitness plans, nutrition consultations, and probate support.
The Role
The successful candidate will be responsible for various administrative tasks within our Service department, coordinated by our Client Services Manager:
- Assemble and organise client policy information.
- Correspond with policy providers and clients.
- Submit new business.
- Facilitate the annual review process for clients.
- Process new client information for report meetings.
- Use Analytics, Prestwood, and Microsoft Office to provide clients with investment performance overviews (training provided).
- Basic administrative duties.
Essential Skills
- Preferred: 3+ years in administration within the financial sector.
- Strong attention to detail and accuracy.
- Excellent written and verbal communication skills.
- Punctual, reliable, and dependable.
- Ability to work in a team and handle a busy environment.
- Superb customer service skills and professional telephone manner.
- Strong IT skills in MS Word and Excel.
Additional Information
The annual salary depends on your level of experience, additional discretionary bonus, Monday to Friday, office based.
About the Company
Montgomery Charles is a highly personalised Wealth Management company specialising in financial planning advice for Dentists, Business Owners, and Private Clients. We encourage individuals to develop ongoing value-adding projects, fostering a sense of ownership and contribution within our team.
Keywords: Technical Administrator, Financial Services, Administration, Client Support, Wealth Management, Trowbridge, Wiltshire, Full Time, Permanent, Graduate, Entry-Level, Office Based
Further Information
Adverts run for up to 40 days, and we encourage applications during this period. The interviewing process can start at any time, and adverts can be ended early if a suitable candidate is found.
Our application process is designed to be fair, straightforward, and inclusive. If you require reasonable adjustments, please let us know. Only shortlisted candidates will be contacted.
To Apply
To give your application the best chance of success, please:
- Check that you meet the criteria for the role.
- Have the unrestricted right to work in the UK.
- Apply with a clear, concise, and correct CV.
- Tailor your CV to highlight your experience and relevant achievements.
If you think you can provide our clients with exceptional levels of service, please apply. We look forward to hearing from you!