Senior Technical Administrator
17 hours ago
I am currently recruiting for a **Senior Technical Administrator** on a Hybrid bases. Offices are based in Clerkenwell and Weybridge. Full-Time (37.5 hours) - Covering 15 month maternity cover - starting in December. £30,000 DOE.
**Experience in**:
- At least 5 years' in a similar role, within financial services (wealth planning, not retail banking)
- Switches
- iO (Intelligent Office)
- Preparing Voyant cashflow models
- Producing comprehensive and clear suitability letters
**Responsibilities**:
- Assist the Private Client Director in producing comprehensive and clear suitability lettersWork with the teams'
- Private Client Administrator to deliver the highest possible level of client service, consistent with developing and maintaining outstanding long-term relationships
- Prepare for and attend client meetings where requested, taking detailed written notes and following up on any administrative or technical points after the meeting
- Obtain information from clients to facilitate Annual Suitability Reviews
- Obtain literature, illustrations and forms from providers and pre-complete basic client details
- Produce accurate client portfolio valuations and statements using Intelligent Office
**IF THIS ROLE IS FOR YOU, PLEASE APPLY**
Parkside Recruitment Ltd is acting as an Employment Business in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.
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