Role: Technical Administrator
Salary: £35,000 per annum
Location: Knightsbridge
Permanent | Hybrid (Knightsbridge + Home)
Purpose:
To provide a high‑level technical and administrative support to Advisers, ensuring client files, compliance tasks and technical queries are handled accurately and efficiently. Act as a key contact for clients and external partners to ensure a seamless, timely and compliant service.
Key Responsibilities
Technical & Adviser Support
-
Provide advanced administrative and technical support on complex client cases.
-
Liaise with Tax, Technical, Protection and Pension helplines to resolve queries.
-
Prepare adviser meeting packs including compliance documentation, CFRs, presentations and research.
-
Maintain accurate, up‑to‑date client files and identification records.
Client Queries & Servicing
-
Manage ad‑hoc client requests including withdrawals, valuations, surrenders and wealth account updates.
-
Handle Letters of Authority: creation, chasing providers, logging on Salesforce, and reviewing ceding scheme information.
-
Support clients with a professional, proactive and relationship‑focused approach.
Compliance & Regulatory Administration
-
Complete AML, ID&V and documentation checks.
-
Ensure offshore residences, trusts and vulnerable client records are up to date.
-
Stay current with regulatory changes, Business Assurance requirements and template updates.
Salesforce & Workflow Management
-
Ensure all client data, CFRs and advice record information meet Business Assurance standards.
-
Follow workflow processes and contribute to improvements where needed.
-
Manage end‑to‑end advice processes, updating advice records across business submissions and annual reviews.
Technical Preparation & Submissions
-
Prepare illustrations and submit applications.
-
Complete Advice Sets accurately and within submission timeframes.
-
Carry out calculations, analytics, external plan summaries, carry forward reports, Voyant prep and DocuSign tasks.
Project Support
- Assist with strategic initiatives and operational projects as required.
Person Specification
Experience & Knowledge
-
Strong administrative experience, ideally in financial services.
-
Understanding of financial services regulation and processes.
-
Confident working with CRM systems, especially Salesforce.
Skills & Behaviours
-
Excellent communication and relationship‑building skills.
-
Strong client focus with professional telephone manner.
-
High level of organisation, accuracy and attention to detail.
-
Ability to manage multiple priorities and remain calm under pressure.
-
Proactive, positive and adaptable with a problem‑solving mindset.
-
Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)