Technical Administrator
1 week ago
Overview:
AW Wealth Ltd, a well-established and successful financial services firm, is seeking a Technical Administrator to join its fast-paced and supportive team. This is an excellent opportunity for someone looking to start or advance a career in financial services, with full training and clear career progression paths available.
Key Responsibilities:
- Assist in new business processing across Investments, Pensions, and Protection
- Conduct drawdown reviews, CGT and carry forward calculations, and portfolio analysis
- Provide efficient administrative support to Advisers and the wider team
- Handle client and third-party queries professionally and promptly
- Maintain a high level of accuracy and organisation under pressure
- Use IT systems effectively, including Microsoft Word, Excel, and Outlook
Skills & Attributes:
- Strong organisational and administrative skills
- Excellent written and verbal communication
- Professional and confident in client interactions
- Proficient in Microsoft Office applications
Benefits:
- Bonus scheme
- Company pension
- Life insurance
- Private medical insurance
- 25 days holiday plus Bank Holidays
Development Opportunities:
- Career progression available into areas such as client relations, marketing, paraplanning, and financial advice.
Requirements:
- Ability to commute to Solihull
- Willingness to relocate prior to starting (if applicable)
- Industry experience required.
Job Type: Full-time
Pay: £28,000.00-£30,000.00 per year
Benefits:
- Company pension
- Free parking
- Life insurance
- Private medical insurance
- Work from home
Work Location: In person
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