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Technical Support Specialist

2 months ago

Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time
Job Description

Job Title: Technical Administrator

Company: Service Service Employment Agency Limited

Job Type: Full-time

Location: Remote (with occasional on-site work)

Job Summary:

We are seeking a highly skilled and experienced Technical Administrator to join our team. As a Technical Administrator, you will play a critical 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 and requirements
  • 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 to discuss workloads and priorities
  • Provide training to other team members and offer guidance on day-to-day working practices, training, and technical support
  • Carry out other general administration duties as assigned

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 organization 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
  • High level of technical experience
  • Able to demonstrate an adaptable/flexible approach to work within a changing environment

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