Technical Support Specialist

5 days ago


Hook Hampshire, United Kingdom CV Elite Limited Full time
Job Description

**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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