Back to search
Our client is a leading Wealth Management Practice based in West Sussex who require a Technical Administrator for their growing team.
You will be joining a team of experienced Administrators and Financial planners in the delivery of the highest customer service and advice standards.
Pension & Investments
Providing technical and administrative support to Advisers.
Dealing client queries such as, changes to income and withdrawals
Process new business such as pension transfers and new investments
Preparing illustrations and application forms
Liaising with providers to chase new business and keeping clients updated
Life Protection
Preparing quotes
Submitting new protection applications
Liaising with providers and GP surgeries to progress applications and keeping clients updated
Keeping client records and compliance up to date
Skills & Knowledge
Experience within the Financial Services industry
The ability to cope in high-pressure environment
Excellent communication skills at all levels
Team player
Good planning and effective organisational skills with a methodical approach to work
Honesty and integrity
Be willing to undertake such other roles and duties as the employer considers appropriate having regard your skills and experience.
The successful candidate will be offered:
DIS and Income Protection
Discretionary bonus
Pension
