Technical Administrator

1 week ago


Bath, United Kingdom Wealthtime Full time

**Job Specification**:
**Location**
- Bath**Employment Type**
- Full time**Department**
- Operations**Appointment Type**
- Permanent**Hours**
- 37.50**Ref No**
- 10055**Job Information**:
**About Us**:
At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: 'Seek Opportunity', 'Nurture Each Other' and 'Simply Get Going.'

With new ownership since 2021 and significant investments of over £17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.

**About the Role**:
Expertise in Microsoft Excel, particularly in utilizing PIVOT tables and Lookups, is indispensable. The role signifies more than routine number-crunching; and will play a central role in our Technical team.

You will be tasked with meticulously generating client statements, orchestrating crucial reports, and coordinating with HMRC.

**About You**:
If you thrive in a fast paced environment, effortlessly meet tight deadlines, love looking at the data and possess strong attention to detail, you're the perfect fit for our team.

If you have excellent excel experience (must know how to use PIVOT tables and Lookups) this will be very beneficial.

**Essential**:

- Strong Microsoft Excel Knowledge. You must know how to use PIVOT tables and Lookups
- Experience working in Financial Services or Financial Services qualification with Pensions and ISA Technical knowledge
- Familiar with Wrap platforms

**Desirable**:

- Some knowledge/experience of using SQL
- Familiar with Wrap platforms

**Rewards & Benefits**:
**Competitive Compensation**: We offer a competitive salary that reflects your skills and contributions.

**Hybrid Working**: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.

**Yearly Discretionary Bonus**: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.

**Generous Holiday Package**: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.

**Wellbeing at Heart**: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.

**Professional Growth**: We're committed to your professional development and will support and encourage your career advancement.

**Comprehensive Health**: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.

**Financial Security**: Prepare for your future with our Group contributory pension scheme.

**Travel with Ease**: We offer interest-free season ticket loans to help with travel costs.

**Giving Back**: You can participate in our Wealthtime Foundation Day to support charitable activities.

**Opportunities for Growth**: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.

**Recognition Matters**: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.



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