Job Description

The Graduate Technical Administrator will play a key role within the business by:

• Supporting the case management and business submission process through the preparation and submission of client reports, analysis and technical documentation
• Processing of client investments
• Managing of third party suppliers to ensure client investments are processed accurately and efficiently
• Supporting the transfer of historical pensions and investments
• Dealing with compliance related queries
• Liaising with clients to resolve queries.
• This is an exciting and challenging role for someone looking to develop a career as either an Advisor or Paraplanner within financial services.

Required Knowledge, Skills, and Abilities

A degree in a subject that demonstrates strong written and analytical skills. Strong organizational skills and ability to ensure strict deadlines are adhered to. Excellent client-facing skills, with the ability to communicate effectively and in a professional manner over the telephone, via email and face-to-face. Knowledge of, and / or experience of working in the Financial Services sector. Strong numeracy and analytical skills. An excellent level of literacy and the ability to write clear and concise reports. The ability to follow and develop processes. Excellent initiative, motivation and perseverance. An ability to produce work to a high standard of accuracy with a strong attention to detail.