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Technical Administrator

2 months ago

Hook, Greater London, United Kingdom CV Elite Ltd Full time
Job Title: Technical Administrator (Data Analyst and Administrator)

We are seeking a highly organized and technically astute Technical Administrator to join our team at Altor Wealth Management. As a Technical Administrator, you will be responsible for providing technical and general administrative support in delivering an outstanding Financial Planning service.

Key Responsibilities:
  • Review and update client and compliance documents.
  • Maintain and match confidential personal and financial data across multiple systems.
  • Place trades, contributions, withdrawals, and rebalances on investment platforms.
  • Administer the paperwork involved in investments, cash, tax, and legal planning.
  • Support with the preparation of advice letters.
  • Maintain data, collate management information, and produce reports as required.
  • Produce annual client review packs (PowerPoint).
  • Export data from platforms (Excel).
  • Update clients' cashflow and risk assessments online (Timeline, training provided).
  • Fully utilize office technology to help streamline processes and enhance efficiencies.
  • General financial planning administration and client liaison as required.
Requirements:
  • Highly organized with excellent administration and customer service skills.
  • Technically astute with great IT skills (MS 365, Excel, PowerPoint, MS Teams, etc.) embracing of change and emerging technologies.
  • A keen eye for detail, essential when working with substantial sums of money in a highly regulated environment.
  • Caring, client-focused, and keen to make a difference to people's lives.
  • A confident manner and excellent communication skills, both verbally and in writing.
  • A proactive, team player who is also capable of working independently as required.
  • Aspirational, keen to learn, and to contribute to the successful evolution of the business.

We offer a competitive salary and benefits package, including 26 days holiday, company pension, private medical insurance, life insurance, and financial support with exams, training, and continued professional development. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.