Technical Administrator

5 months ago


Bath, United Kingdom Wealthtime Full time

**Department**:
Customer Operations

**Reports to**:
Complaints & Technical Manager

**Main Location**:
Cambridge House, Henry Street, Bath - Work your way: 3 days minimum in office, 5 days welcome

**About us**

At Wealthtime, we take pride in being a Multi-Award-Winning financial technology company, renowned for our 5-star service platform. Our shared purpose and core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—guide us on our journey.

With new ownership since 2021 and substantial investments of over £17m into the business, Wealthtime is on an exciting growth trajectory. Join our team of around 300 dedicated employees and become part of a company that is making waves in the industry.

Our hybrid working model offers a minimum of 3 days in the office, allowing for collaboration, networking, and team synergy. We welcome you to work in the office for up to 5 days a week if that suits your preferences and we believe in empowering you to choose the schedule that best supports your productivity and work-life harmony.

Upon joining Wealthtime you will be inducted onto our excellent training programme, during which you will be required to spend 5 days a week in the office to fully immerse yourself within your team, our culture, and the wider business. Your training period is essential for your onboarding and development, ensuring you have the best possible start to your career with Wealthtime.

**About the role**

Expertise in Microsoft Excel, particularly in utilizing PIVOT tables and Lookups, is indispensable. The role signifies more than routine number-crunching; and will play a central role in our Technical team.

You will be tasked with meticulously generating client statements, orchestrating crucial reports, and coordinating with HMRC.

**About you (what we’re looking for)**

If you thrive in a fast-paced environment, effortlessly meet tight deadlines, love looking at the data and possess strong attention to detail, you're the perfect fit for our team. If you have excellent excel experience (must know how to use PIVOT tables and Lookups) this will be very beneficial.

**Essential**:

- Strong Microsoft Excel Knowledge. You must know how to use PIVOT tables and Lookups
- Experience working in Financial Services or Financial Services qualification with Pensions and ISA Technical knowledge
- Familiar with Wrap platforms

**Desirable**:

- Some knowledge/experience of using SQL
- Familiar with Wrap platforms

**Rewards and Benefits**:

- Competitive salary.
- Hybrid Working (split between home and office).
- Discretionary bonus each year.
- 34 days holiday per calendar year including bank holidays, with the option to purchase or sell up to 5 additional days per year.
- Wellbeing day to use at your discretion such as a birthday, moving house, pamper day.
- Supported and encouraged professional development.
- Private Medical scheme (single cover that can be increased to FULL Family).
- Income protection scheme.
- Life assurance scheme.
- Group contributory pension scheme.
- Interest free season ticket loans for travel costs.
- Wealthtime Foundation Day in support of charitable activities.
- We encourage internal progression at Wealthtime, with many of our employees going on to become Team Leaders, Managers, Subject Matter Experts and many more.
- We're proud of our company culture at Wealthtime. From rewards and incentives, remote team socials to fun quizzes, our friendly and welcoming teams at Wealthtime strive to make our office a great place to work.

**Job Types**: Full-time, Permanent

**Salary**: £23,000.00-£28,000.00 per year

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Life insurance

Schedule:

- Day shift
- Monday to Friday
- No weekends

Supplemental pay types:

- Yearly bonus

**Experience**:

- financial services: 1 year (required)

Work authorisation:

- United Kingdom (required)

Ability to Commute:

- Bath (required)

Work Location: In person



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