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Technical Administrator

Job Specification

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    Financial Services
    East Sussex, West Sussex, Hybrid home working




    Reports to: Paraplanning Manager


    Purpose of the role: To work alongside and together with other Financial Paraplanners and the Administration team to provide ongoing assistance and support to our Financial Advisors and provide the client with a positive professional experience.


    What will I be doing in the role?


    • Identify and collect any outstanding relevant quantitative information required to compile a financial report.
    • Liaise with product providers and other relevant third parties over the phone and via email to complete full investigations and product breakdown to support recommendations and to enable decision-making.
    • Implement actions, such as changing existing investment holdings and sending out letters of authority, as directed.
    • Ensure provider information is received promptly and with sufficient detail by continuously chasing the information requested every 5 working days.
    • Process Fund Switches in an accurate and timely manner, completing the review letter for the Financial Advisor within 10 working days.
    • Organise and update relevant data using in-house database applications (excel spreadsheets, the CFR and access), helping to organise the technical task and workflow for the business.
    • Check all compliance paperwork is present on submission of reports.
    • Discuss and establish client objectives with the Financial Adviser(s).
    • Completion of straight forward suitability letters involving investment top-ups and new business to inform Clients on financial strategies, plans and products.
    • Proofread your own reports and letters before submission, making any necessary amendments following feedback as well as pro-actively understanding these amendments and the reasoning behind them.
    • Provide administrative support and qualified knowledge to Financial Advisers, Personal Assistants and the Paraplanning team as well as other members of staff where required.
    • Promote the profile of the business within the profession and wider communities
    • Continuous professional development to meet regulatory requirements and personal development needs
    • Generally help out with other office duties i.e. answer the telephone in a timely manner and deal with incoming enquiries by taking the appropriate action; meet and greet clients – arrange refreshments and catering when applicable; deal with incoming and outgoing post; maintain a comprehensive client filing system; maintain a smart and tidy office.

    What do we look for in this role?


    • At least one years’ relevant experience within a financial services role, ideally in a financial planning practice environment.
    • Qualified to Cert level within CII or working towards this qualification
    • Excellent interpersonal skills, both oral and written.
    • Confident and self-assured with a positive approach to change, ability to remain calm and work well under pressure.
    • Detailed and accurate in every aspect of the role.
    • Good knowledge of Microsoft Office/IT skills.
    • Good planning and organisational skills, with the ability to organise and prioritise workloads.
    • Proactive and flexible in your approach to work and willing to go the extra mile.
    Salary £30,000 - £35,000

    DIS, Pension, 25 days holiday, great on site facilities, PMI and half day on Fridays

    Speak to one of our consultants 0203 764 2350

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