Technical Administrator

New Today

Role: Technical Administrator

Salary: £35,000 per annum

Location: Knightsbridge

Permanent | Hybrid (Knightsbridge + Home)

Purpose:
To provide a high‑level technical and administrative support to Advisers, ensuring client files, compliance tasks and technical queries are handled accurately and efficiently. Act as a key contact for clients and external partners to ensure a seamless, timely and compliant service.

Key Responsibilities

Technical & Adviser Support

* Provide advanced administrative and technical support on complex client cases.

* Liaise with Tax, Technical, Protection and Pension helplines to resolve queries.

* Prepare adviser meeting packs including compliance documentation, CFRs, presentations and research.

* Maintain accurate, up‑to‑date client files and identification records.

Client Queries & Servicing

* Manage ad‑hoc client requests including withdrawals, valuations, surrenders and wealth account updates.

* Handle Letters of Authority: creation, chasing providers, logging on Salesforce, and reviewing ceding scheme information.

* Support clients with a professional, proactive and relationship‑focused approach.

Compliance & Regulatory Administration

* Complete AML, ID&V and documentation checks.

* Ensure offshore residences, trusts and vulnerable client records are up to date.

* Stay current with regulatory changes, Business Assurance requirements and template updates.

Salesforce & Workflow Management

* Ensure all client data, CFRs and advice record information meet Business Assurance standards.

* Follow workflow processes and contribute to improvements where needed.

* Manage end‑to‑end advice processes, updating advice records across business submissions and annual reviews.

Technical Preparation & Submissions

* Prepare illustrations and submit applications.

* Complete Advice Sets accurately and within submission timeframes.

* Carry out calculations, analytics, external plan summaries, carry forward reports, Voyant prep and DocuSign tasks.

Project Support

* Assist with strategic initiatives and operational projects as required.

Person Specification

Experience & Knowledge

* Strong administrative experience, ideally in financial services.

* Understanding of financial services regulation and processes.

* Confident working with CRM systems, especially Salesforce.

Skills & Behaviours

* Excellent communication and relationship‑building skills.

* Strong client focus with professional telephone manner.

* High level of organisation, accuracy and attention to detail.

* Ability to manage multiple priorities and remain calm under pressure.

* Proactive, positive and adaptable with a problem‑solving mindset.

* Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
Apply
Location:
City Of Westminster
Salary:
£35,000 /annum
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

We found some similar jobs based on your search