Technical Support Specialist
5 days ago
**About the Role**
We are seeking a highly organized and technically astute individual to join our team as a Technical Administrator (Data Analyst and Administrator). As a key member of our operations team, you will be responsible for providing technical and administrative support to our financial planning services.
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.
About Us:
CV Elite Limited is a leading provider of financial planning services. We are committed to delivering exceptional results for our clients and are seeking a talented individual to join our team.
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