Technical Administrator

Role Overview

We're a busy, client-focused financial advice practice looking for a detail-oriented Technical Administrator to join our growing team. You'll support our busiest adviser and their clients to ensure every case and communication is handled accurately, efficiently, and compliantly.

What you'll be doing:

• Preparing client files and meeting packs, including compliance documentation, illustrations, research, analytics, and Docu Sign materials.
• Processing new business applications, EBS submissions and advice sets accurately, and recording management information on Salesforce.
• Liaising with clients, advisers, the team and third parties to progress cases through to completion.
• Obtaining quotes, illustrations, and product details to support meaningful analysis and recommendations.
• Processing client withdrawals and encashments in line with SJP compliance guidelines.
• Maintaining accurate, up-to-date client records on Salesforce following every meeting.
• Responding to incoming calls and emails relating to new business, replacements, and client enquiries.

Knowledge, Skills & Experience

Essential:

• Previous experience in a financial services administration role.
• Familiarity with Salesforce or similar client management systems.
• Strong attention to detail and excellent written communication skills.
• Confident, professional telephone manner with the ability to build rapport quickly.
• Competent across Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Calm under pressure, well-organised, and comfortable managing multiple priorities.

Desirable:

• SJP experience
• Knowledge of relevant financial services regulation and legislation.
• Experience with Voyant, Docu Sign, or SJP systems.
• A proactive approach to learning and professional level

Key Attributes:

• Highly motivated, ambitious, and goal-oriented
• Excellent communication and interpersonal skills
• Strong organisational and time management abilities
• Ability to explain complex information clearly
• High level of discretion and professionalism
• Comfortable working independently and managing your own development
• Strong IT skills (MS Office, Excel, CRM/back-office systems)

Highly Competitive Benefits Package:

• £30,000-£35,000 basic salary depending on experience
• 24 days holidays, increasing each year
• Birthday day (paid day off)
• 5% matched Employer Pension Contribution
• Medicash health care plan
• Life Assurance policy
• Income Protection policy
• Regular company social events
• This role is office based, however we offer remote working on a Friday