About the Role
My client is seeking a Technical Administrator to join their Wealth Management practice. This pivotal role provides essential support to the business, working closely with administration and paraplanning teams to ensure client relationships are optimised and the smooth daily operation of the office is maintained.
Key Responsibilities
As a Technical Administrator, you will:
*Liaise with administrators and paraplanners to deliver all business process needs.
*Compile clear, comprehensive reports with compliant recommendations.
*Provide post-meeting OSLs for clients and action associated tasks, ensuring accurate records on Salesforce.
*Obtain information, quotes, illustrations, and product details to support meaningful analysis.
*Stay up to date with template changes and advice notes.
*Share knowledge daily with colleagues to upskill yourself and others.
*Respond to client and adviser enquiries via calls and emails regarding new business and replacements.
*Prepare compliance documentation, research, analytics, illustrations, plan summaries, carry forward calculations, Voyant models, DocuSign files, and other supporting materials.
*Assist in preparing presentation packs and review meeting documentation.
About You
They are looking for someone who is:
*Highly organised with strong attention to detail.
*Confident in managing multiple tasks and deadlines.
*Skilled in using Salesforce and other financial planning tools (e.g., Voyant, DocuSign).
*Proactive in knowledge sharing and continuous learning.
*Experienced in financial services administration, ideally within a SJP wealth management practice or similar environment.
What They Offer
*A supportive and collaborative team environment.
*Opportunities for professional development and technical training.
*Competitive salary and benefits package.
*The chance to play a key role in delivering exceptional client service within a growing practice.