Technical Administrator

5 days ago

London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Technical Administrator Job Description

Artemis Recruitment Consultants Ltd is seeking a highly skilled Technical Administrator to join their team in London. The successful candidate will be responsible for providing administrative support to the IFA firm, ensuring the smooth operation of client servicing and meeting preparation.

Key Responsibilities:
  • Prepare for and attend client meetings, taking detailed written notes and following up on administrative or technical points.
  • Use appropriate systems and processes to submit new business to providers.
  • Obtain information from clients to facilitate Annual Suitability Reviews.
  • Prepare application forms and other documents for client signing or approval.
  • Liaise with product providers to ensure all applications are received and completed.
  • Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled.
  • Deal with complex and technical client queries as directed by the Adviser.
  • Prepare Voyant cashflow models in advance of client meetings if required by the Adviser.
  • Assist the Adviser in producing comprehensive and clear suitability letters.
Requirements:
  • 5+ years' experience within a relevant sector of the financial services industry, in an administrative role involving direct contact with high net worth clients.
  • Comprehensive experience of using Salesforce (or an equivalent system) to perform an administrative role, as well as the required product and process knowledge to carry out the role effectively.
  • Excellent IT skills, being highly proficient in the use of Microsoft Office packages.
  • Excellent written communication skills and a high-level of attention to detail.
  • Sufficient understanding of the needs of Financial Services teams, and FCA rules and compliances, in order to effectively carry out the role.
Competencies:
  • Work to pressing deadlines, being personally resilient and able to handle the pressure of a busy team, a demanding workload and complex client needs.
  • Assist the adviser team and clients in an enthusiastic and proactive manner, using organisation, time management and prioritising skills.
  • Demonstrate focus and motivation in delivering an exceptional level of customer service to clients, third parties and colleagues.
  • Demonstrate sound professional judgement, the ability to work well under own initiative, and a common-sense, innovative and solution-focused approach to problem solving.

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