Technical Administrator

3 weeks ago


Fareham, United Kingdom Deep Blue Financial Limited Full time

Deep Blue Financial is a professional, family friendly organisation, providing financial advice across the south of England and beyond, with a small team of experienced advisers and dedicated administrative staff. We provide independent financial advice across three main areas of financial planning; Pensions, Investments and Protection. The advice that we provide is unbiased and based upon the specific needs of each client. The range of services and products available cover the whole market, ensuring that the objectives of the client are met.

This role includes but is not limited to the below:

- Preparing documentation for Fund Switches, and actioning the switch if applicable
- FE Analytics fund analysis
- Produce research reports
- Processing Pension and Investment top-ups and regular contributions
- Processing Taxable Lump Sums, PCLS, full encashments, etc.
- Setting up Dependants Pensions
- Dealing with new ISAs and cash ISA transfers
- Preparing quotes for Protection policies
- Produce Protection suitability reports
- Preparing Annuity quotes
- Handling death claims
- Cashflow modelling
- Following the Bed and ISA process to meet tax year end deadlines
- Compiling various reports, including post-sale and review reports
- Updating various spreadsheets to keep accurate records. E.g. (work in progress) WIP sheets
- Liaising with providers to obtain information and regularly chasing for updates
- Collating information and producing combined spreadsheets

This role will also include working closely with and supporting our advisers. We pride ourselves on working as a team and everyone pitches in where required. This is a challenging role in a busy, friendly, office environment.

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

**Benefits**:

- Company pension
- Flexitime

Schedule:

- Monday to Friday
- Weekends only

**Experience**:

- Financial services: 3 years (required)

Work Location: In person



  • Fareham, United Kingdom Premier Jobs UK Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator you...


  • Fareham, United Kingdom Premier Jobs UK Limited Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator...


  • Fareham, United Kingdom Premier Jobs UK Limited Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive teamYou will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial AdvisersAs a Technical IFA Administrator you...


  • Fareham, United Kingdom Premier Jobs UK Limited Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive teamYou will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial AdvisersAs a Technical IFA Administrator you...


  • Fareham, United Kingdom Premier Jobs UK Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive teamYou will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial AdvisersAs a Technical IFA Administrator you...


  • Fareham, United Kingdom Premier Jobs UK Limited Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive teamYou will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial AdvisersAs a Technical IFA Administrator you...


  • Fareham, United Kingdom Premier Jobs UK Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive teamYou will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial AdvisersAs a Technical IFA Administrator you...


  • Fareham, United Kingdom Premier Jobs UK Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive teamYou will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial AdvisersAs a Technical IFA Administrator you...


  • Fareham, United Kingdom Premier Jobs UK Limited Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator you...


  • Fareham, United Kingdom Peta Ltd Full time

    **About The Role**: Are you great at attention to detail, reliable and willing to learn? Do you have an interest in the mechanical & electrical engineering industry and see yourself progressing in an administrative environment? Look no further than the Technical Services Administrator Apprentice position at J&B Hopkins. PETA Ltd are proud to be working with...


  • Fareham, United Kingdom Cluett Reeve Recruitment Full time

    **Job Title: Technical Sales Administrator** **Responsibilities**: - Provide technical quotations to meet client requirements - Assist with the preparation of sales presentations and proposals - Maintain and update customer databases - Coordinate with internal departments to resolve customer inquiries and issues - Monitor and track sales activity,...


  • Fareham, Hampshire, United Kingdom Premier Jobs UK Limited Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator...


  • Fareham, Hampshire, United Kingdom Premier Jobs UK Limited Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator...


  • Fareham, Hampshire, United Kingdom Premier Jobs UK Limited Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team Are you the right candidate for this opportunity Make sure to read the full description below. You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to...


  • Fareham, United Kingdom Financial Careers Ltd Full time

    Our client is a highly successful IFA and is now growing. They are now seeking a bright and experienced Technical Administrator/Paraplanner to join them. This is a multifaceted office-based role and requires someone with exceptional attention to detail and accuracy. You will receive full training and support and a chance to progress your career in Financial...

  • Administrator

    4 weeks ago


    Fareham, United Kingdom FPR Group Full time

    We are recruiting on behalf of our esteemed client for a detail-oriented Administrative Assistant. The role involves various administrative tasks, including scanning documents, preparing paperwork, and ensuring accuracy and organisation in documentation processes. This position offers flexible working hours and is perfect for someone seeking part-time and/or...

  • Senior Administrator

    2 months ago


    Fareham, United Kingdom TUV SUD Limited Full time

    **Tasks** - ** Duties and Responsibilities**: - Production of test reports, assisting with writing/formatting/collating and checking of test data in line with internal company style guides. - Managing and updating report templates as requested. - Support planning activities when necessary. - Recording and reporting non-compliance information of business...

  • Senior Administrator

    3 weeks ago


    Fareham, Hampshire, United Kingdom TUV SUD Limited Full time

    Tasks- Duties and Responsibilities: Production of test reports, assisting with writing/formatting/collating and checking of test data in line with internal company style guides. Managing and updating report templates as requested. Support planning activities when necessary. Recording and reporting noncompliance information of business systems to appropriate...

  • Project Administrator

    4 weeks ago


    Fareham, United Kingdom Aqua Platinum Full time

    **Project Administrator** **Location**: Fareham PO15 7FT **Salary**: £24,000 - £32,000 per annum **About the company**: Aqua Platinum are swimming pool design and build specialists, offering a unique approach and first-class service for our clients throughout London and Southern England. We are dedicated to producing and utilising the most detailed...


  • Fareham, United Kingdom Delta-Xero Distribution Limited Full time

    Key Responsibilities: - Act as the primary point of contact for inbound telephone communications, ensuring efficient redirection to relevant departments, message-taking, and appropriate follow-up actions. - Record minutes for all internal and external meetings, utilising a standardised business format and promptly distributing them to relevant...