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Location

Weybridge, Surrey | United Kingdom

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Job description

Title:

Technical Administrator

Type:

Permanent

Start Date:

ASAP

Skills:

Our Client is dedicated to promoting the technical development of all its staff. We strongly encourage a program of ongoing study for all our employees and have instigated a formal bonus policy for exam passes.

This role requires:

Strong administrative skills

Full FPC

Studying for further industry exams

2 years minimum IFA industry experience

Good general knowledge of all investment, life and pensions products and legislation

Good technical knowledge

Description:

The successful candidate will be confident in:

• Providing full administrative support to the team which will require strong organisational and administrative skills
• Pre and most meeting preparation for client meetings (processing applications, completing valuations)
• Diarising to ensure client paperwork and proposals move forward, obtaining letters of authority from clients
• Strong communication skills with providers, clients and within the company
• Preparing of some client reports and suitability letters in conjunction with Technical Manager
• Some technical research and handling some technical client queries where needed
• Being proactive with regard to industry changes and ensuring team complies with FCA and internal compliance procedures ensuring client information and files remain compliant.
• Strong IT skills (ideally in Intelliflo, Volume, Voyant and Fastrak)
• Typing skills
• Ensuring all correspondence and documents are checked for accuracy prior to issue to ensure excellent client service

Personal Attributes

They will need the ability to build a strong proactive working relationship with the technical adviser, adviser, administrator and clients with whom they will deal. They will need the aptitude to assist the adviser and clients in an efficient, enthusiastic, forward thinking manner using organisational and prioritising skills. They should be able to work well under pressure using their own initiative as well as part of the team. The person suited for this role must maintain strict confidentiality in performing their duties. They must also demonstrate the following personal attributes:

• Be self motivated
• Be flexible
• Be honest and trustworthy
• Be respectful
• Be adaptable and willing to take on tasks that may be outside of their immediate role
• Possess cultural awareness and sensitivity
• Demonstrate sound work ethics
• Willingness to study for exams

Working Conditions

It may be necessary to occasionally work outside of normal office hours in order to meet demands of client meetings.

In particular February and March each year and running up to the tax year end can be exceptionally busy and along with other team members, it may not be possible to take annual leave at this time, unless due to exceptional circumstances.

Communication Communication with clients, within the team and with providers. Includes communicating urgent Property and Tax updates to clients and liaison with Providers as necessary.

Switching Online switching within strict timescales and the follow up to confirm switches completed correctly.

Research To investigate, source and provide information requested as accurately as possible within 5 days of request or such reasonable timescale as the request dictates.

Quotations Requests for quotations where all relevant data is available should be actioned on the day of request or within 2 days where immediate action is not possible.

Preparing Valuations Schedules to be prepared within 1 week of request, providing full client reporting.

Meetings Preparation for client meetings and/or internal meetings which should be attended promptly.

Pension Drawdown Assisting with the preparation of phased and full pension drawdown reviews.

Reports/Suitability letters Preparing or assisting the report writer with the preparation of reason why letters and reports.

Hours

Normal working hours will be between 9.00 am and 5.30 pm.

Location:

Weybridge

Industry:

Position successfully filled by Office Zebra

Salary:

£30,000-£38,000

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Job tags

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Salary