Technical Support Specialist

6 days ago


Fleet, Hampshire, United Kingdom Dawn Consulting (Sw) Limited Full time
About the Role

We are seeking a highly organized and technically astute Technical Administrator to join our team at Dawn Consulting (Sw) Limited. As a Technical Administrator, you will be responsible for providing technical and general administrative support to our financial planning team.

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


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