Job Description

As Technical Administrator, you will receive a very attractive salary, along with some great company benefits.

In this position, you will be dealing with the following areas:
- Contract-related administration relating to pensions, investments, IHT, trusts etc.
- Assisting financial planners with all aspects of pre-meeting preparation
- Processing application forms and proposals, and supporting existing clients with fund switches and withdrawals
- Recording and updating of relevant client information in the back-office system - Intelligent Office

The Technical IFA Administrator will be expected to undertake a program of L&D, using a mixture of internal, external and self-directed resources and materials, to boost all areas of their investment experience and technical administrator experience.

The appointee will possess an understanding of the financial planning process and the critical administrative side of it, along with excellent technical knowledge in relation to personal finance and investment management issues.

Required Knowledge, Skills, and Abilities

In addition to 5 years' prior experience in a similar position in Financial Services dealing with high net worth UK resident private clients, the Technical Administrator will require: - A basic understanding of the money-management challenges that successful professionals encounter at various stages in their lives - A Certificate in Financial Services, progressing towards Diploma (level 4) - Exceptional IT skills - Knowledge of multiple provider platforms, mainly Transact, Nucleus, Standard Life, AJ Bell and James Hay