Technical Administrator

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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