Technical Financial Administrator

Technical Financial Administrator

Pattingham, Wolverhampton

£27,000 - £32,000 per annum (based on experience)

Permanent position

Vacancy Overview:We are currently looking for an experienced Technical Administrator to provide support to the Practice and work alongside our administration and paraplanning function to ensure that our relationships with clients can be optimised and assist with the daily operation of the office.

The day-to-day duties and responsibilities of the Technical Administrator will include:

• Liaise with administrators and paraplanners to ensure the delivery of all business process needs;
• Compiling, clear and comprehensive reports, with recommendations that are within compliance standards;
• Provide post meeting OSLs for all clients and action any associated tasks including keeping up to date and accurate client information records on Salesforce;
• Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis;
• Work within and stay up to date with template changes and advice notes;
• Practice day to day knowledge sharing with colleagues, in order to upskill yourself and others;
• Supporting and responding to incoming calls and emails with regards to new business, replacements and client enquiries;
• Assist to prepare files including: compliance required documentation; research; Analytics; illustrations; external plan summaries; carry forward calculations; Voyant; DocuSign and other supporting documentation.
• Assist to prepare documentation required for client / advisor meetings, including preparation of presentation packs / ceding information and review meetings.
• Organise, monitor and chase obtaining ceding information to support the paraplanners;
• Process applications accurately, including EBS submissions and advice sets, recording the required management information on Salesforce;
• Ensure all documentation for business submissions are checked and appropriately submitted to Group / Clients and third parties;
• Assist in progressing applications with ceding schemes, advisers, clients, and other third parties to ensure that each case completes in a timely manner and is checked via case tracking;
• Processing client withdrawals and encashments in line with the compliance guidelines from the Group and document accordingly;
• Attend and contribute to meetings when called upon, both practice and client;
• Complete regular training and upskilling, including technical competence at an appropriate level to meet the requirements of the role and the needs of the business;

Knowledge & experience required:

• Previous experience in a financial services administration role;
• Knowledge of relevant regulation and legislation (desirable);
• Experience of client management systems such as Salesforce.

Skills and behaviours:

• Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
• Excellent written communication skills;
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
• Good organisation skills;
• Strong attention to detail;
• Manages time effectively with the ability to multi-task;
• Keeps calm when faced with conflicting demands and handles these effectively;
• Demonstrates a positive attitude at all times;
• Works well on own tasks as well as on shared goals as part of a team;
• Open to change with a creative approach to problem solving.

Required Competencies:

• Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision.
• Stays focused on tasks in spite of any distractions and interruptions.
• Team Work: Promotes cooperation and commitment within a team to achieve goals and deliverables.
• Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.
• Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement.
• Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand.
• Planning and Organising: Manages own time, priorities, and resources to achieve goals.
• Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business.

If you have the experience required, and would like to join a growing, successful financial practice in a permanent position, please apply today.