Technical Administrator

1 month ago


Manchester, United Kingdom Simon Lincoln Recruitment Solutions Ltd Full time

Our client is a reputable financial services company who tailor their services to clients with different levels of wealth throughout the UK and believe in building long-term relationships with clients based on trust and high levels of service.

Their success has led to the need for a support role within their technical advice teams, to provide assistance to the technical adviser and financial consultants in the Manchester Office.

A general outlook of duties for this role include:

- Request and obtain all necessary information and undertake financial analysis to enable financial reports to be produced for the Adviser.
- Undertake research to allow the Technical Adviser and Adviser to identify suitable solutions to meet the client's needs.
- Prepare information/comparisons for analysis by the Technical Adviser and Adviser.
- Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
- On-going servicing of clients as and when required.
- Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.
- To ensure adherence to Department's and Company procedures and Department's Key Performance Indicators (KPIs).
- To be considered for this position, you will be looking to pursue a career in Financial Planning/Corporate Advice process where appropriate and have the ability to work within defined business processes and achieve agreed outcomes without supervision.
- An individual who is already in a financial services support role, such as a data analyst or IFA Administration, and who has an ability to multi task and prioritise using their own initiative.

**Salary**: £24,000.00-£25,000.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Manchester, Greater Manchester: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Business or finance related degree

**Education**:

- Bachelor's (required)

**Experience**:

- Financial management: 1 year (preferred)

Work Location: In person

Reference ID: SLR15948



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