Technical Support Specialist

3 weeks ago

Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time
Job Title: Technical Administrator

We are seeking a highly skilled and experienced Technical Administrator to join our team at Service Service Employment Agency Limited. As a Technical Administrator, you will play a crucial role in supporting our Financial Planners and Administrators in providing exceptional client service.

Key Responsibilities:
  • Research and collate quantitative information to compile wealth management and financial planning reports.
  • Discuss client needs and objectives with wealth managers and undertake research to identify suitable solutions.
  • Complete tax calculations for withdrawals and prepare information and recommendations for client reviews.
  • Maintain client records and data accurately and efficiently in accordance with company and FCA rules.
  • Keep up-to-date with new product, technical, and legislative changes.
  • Effectively manage day-to-day work through our workflow system and hold regular meetings with Financial Planners and Administrators.
  • Provide training to other team members and offer guidance on day-to-day working practices, training, and technical support.
Requirements:
  • Hold or working towards Diploma in Financial Planning or Diploma in Regulated Financial Planning (or equivalent).
  • Minimum 5 years' industry experience.
  • Good interpersonal skills, both written and verbal.
  • Ability to work independently and as part of a team.
  • Good report writing skills.
  • Good numeracy skills with close attention to detail.
  • Excellent organisation skills with experience of working to deadlines.
  • Good understanding of FCA ethics, rules, and requirements.
  • Good knowledge of investments, pensions, and protection plans as well as other financial products and financial planning tools.
Benefits:
  • 10% pension contribution.
  • 4 x death in service.
  • Bupa cash plan, covers medical prescription costs, etc.
  • 21 days holiday + BH, increases incrementally following 2 years' service to a maximum of 27 days.
  • Support with professional qualifications.
  • Flexibility on working hours and some working from home, subject to a satisfactory probation period.

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