Technical Administrator

Technical Administrator - Trowbridge £23k - £27k

Overview

• Location Trowbridge, Wiltshire (Office Based)
• Starting Salary £23,000 - £25,000 (plus discretionary quarterly bonus)
• Sector Financial Services – Technical Administrator
• Job Type Permanent, Full Time 37.5 hours per week
• Holiday Entitlement 20 days plus 8 bank holidays (2 extra holiday days for 5 year service)
• Minimum Requirements Full Financial Planning Certificate and/or Financial Services, Regulation and Ethics (R01)
• Company Pension 5% enrolment

You will join a highly personalised Wealth Management company who specialise in giving expert financial planning advice to Dentists, Business Owners and Private Clients.

Your new role

My client are seeking a dedicated, full time Technical Administrator to join a friendly, busy and vibrant Service Team. Joining a small company with big ambitions, so it is normal practice to encourage individuals to develop ongoing ‘value adding’ projects alongside their everyday responsibilities. These projects intend to continually improve the way they do business. This adds an element of diversity to the average day and also helps the team feel a sense of ownership within the company, they are looking for a likeminded team player eager to contribute new ideas and a desire to make a difference.

Day-to-Day

You will work within the Service department coordinated by the Client Services Manager. Their in house programme trains and mentors you for an intensive three months, where you will be expected to work in multiple roles within the department, to get a true feel for how the company operates and evolves. In this way you should be confident in your ability to be flexible and adaptable.

Your role is to assemble and organise client policy information at the necessary points in a client journey, to support the role of the Paraplanners and Advisors. More specifically the role entails the following:

• Correspond with policy providers on behalf of the client
• Correspond and be a general liaison with the client
• Submit any new business on behalf of the client
• Facilitate the annual review process of clients
• Process new client information in preparation for their first report meeting
• Using the programmes Analytics, Prestwood and Microsoft Office to provide clients with an overview to their
investment performance (training provided).
• Basic admin duties

What you'll need to succeed

You will demonstrate high interpersonal and organisation attributes and be ready to support the rapid
growth of this dynamic Financial Planning practice. You should have the following skills and experience:

  • High level of experience in administration within a financial sector is required. For example: Has worked for an IFA before
  • Part of a technical team within a financial services company
  • Administration role within pensions / investments / insurance – technical knowledge of a high level
  • Excellent IT skills in MS Word & Excel
  • The ability to work under pressure to deadlines
  • Attention to Detail
  • Professional telephone manner and superb customer service skills

What you'll get in return

• Location Trowbridge, Wiltshire (Office Based)
• Starting Salary £23,000 - £25,000 (plus discretionary quarterly bonus)
• Sector Financial Services – Technical Administrator
• Job Type Permanent, Full Time 37.5 hours per week
• Holiday Entitlement 20 days plus 8 bank holidays (2 extra holiday days for 5 year service)
• Minimum Requirements Full Financial Planning Certificate and/or Financial Services, Regulation and Ethics (R01)
• Company Pension 5% enrolment

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. #4259738
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Summary

Job Type
Permanent
Working Pattern
Full-time
Industry
Banking & Financial Services
Location
Trowbridge
Specialism
Administrators
Pay
From £23,000 - £27,000
Ref:
4259738

Talk to a consultant

Talk to Lloyd Matthews, the specialist consultant managing this position, located in Bath
Ground Floor, 25 Queen Square

Telephone: 01173746266

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