Technical Administrator

3 weeks ago


Weybridge, United Kingdom Heat Recruitment Full time

**Role: Senior Technical Administrator (Senior IFA Administrator)
Location: London or Surrey

**Salary**: £35,000 - £40,000**
A boutique, Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a Senior Technical Administrator (Senior IFA Administrator) to directly support one Financial Adviser.
This will initially be a 15 month contract, with potential to go permanent.
You will join a team that has been awarded Best Financial Adviser to Work for award.
This client provides a trustworthy, and integrated approach to advice, with the importance of values being at the heart of their business. They have an excellent reputation within the industry and are looking to expand their team in a period of growth.
You will have the opportunity to directly support a Financial Adviser who works with high-net-worth clients on complex cases, and your role will be highly technical. You are able to progress in this position through guided professional development plans, andthe full support to take Financial Planning exams.
**Role Responsibilities**:

- Support and oversee a number of client related systems and processes, ensuring an end to end delivery of outstanding support service to clients
- Prepare for and attend client meetings
- Assist with suitability letters and reviews
- Assist with complex queries from clients on behalf of the Adviser
- Act as the point of contact between the Financial Adviser, Paraplanners and Clients
- Liaise with providers to obtain illustrations and literature
- Adhere to data protection & FCA regulations
- Update back office systems accordingly

**What’s needed to be considered?**
- Experience using IO is essential
- Industry qualifications would be an advantage
- Proven experience of providing quality support to Financial Planners & Paraplanners
- Excellent interpersonal and organisational skills
- Experience using IT Systems and Software including platform/provider websites and portals

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