Technical Administrator

Citrus Financial Management Ltd; Sevenoaks; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial management company is seeking a Technical Administrator to support Financial Advisers and Paraplanners in Sevenoaks. The role involves client administration, research, and preparation of financial plans, requiring a Level 4 Diploma in Financial Planning and experience in a Wealth Practice. The company offers a competitive salary up to £40,000, along with various benefits including a yearly incentive scheme and training opportunities.

Benefits

Yearly incentive scheme

Training and development

Company share option scheme

Salary sacrifice EV car scheme

Contributory pension

Death in service

23 days holiday

4 additional ‘Life Happens Days’

Extra day’s holiday on your Birthday

Qualifications

• Experience in a Wealth Practice.
• Ability to process business on provider platforms.
• Strong technical and product knowledge.

Responsibilities

• Provide support to Financial Advisers and Paraplanners.
• Conduct research and prepare client recommendations.
• Attend client meetings and manage client queries.

Skills

Attention to detail

Customer service

Collaboration

Education

Level 4 Diploma in Financial Planning

Job description

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We are looking for a highly motivated and experienced Technical Administrator, with a Level 4 Diploma in Financial Planning, to join our Sevenoaks team.

In this role, you will provide vital support to both our Financial Advisers and Paraplanners. You will be responsible for a variety of client administration requirements that enable advisers to maximise their time with clients. These will include attending client meetings, conducting research, preparing client recommendations, liaising with clients, and building strong provider and third-party relationships.

In this role you will:

• Undertake research and analysis to meet client needs and objectives, including cashflow modelling.
• Support the Financial Advisers in preparing and presenting client financial plans, including completing illustrations and applications for new business.
• Attend client meetings with Financial Advisers when required.
• Prepare simple wealth suitability reports on behalf of the Financial Advisers including obtaining illustrations and application paperwork.
• Manage pre and post ongoing advice -meeting requirements, such as updating client fact finds, fund switches, Bed & ISA, keeping both the advisers and clients updated.
• Liaise with product providers and other third parties as required.
• Own and resolve client queries.
• Prepare and maintain compliant client files.
• Prepare for on-going advice meetings.
• Support the Client Services Administrators in their day-to-day activities.
• Provide regular status updates to clients.
• Process business and manage through to completion within agreed SLAs.

We are looking for someone who:

• Has experience of working in a Wealth Practice
• Has previously processed business on provider platforms
• Is an outgoing and confident team player.
• Has a strong level of technical and product knowledge and a proven ability to develop collaborative relationships and provide excellent customer service.
• Has a desire to provide a great service to stakeholders and clients.
• Possesses the ability to build relationships and work as part of a team.
• Has excellent attention to detail with experience of compliance and risk management.
• Is dedicated to maintaining internal quality standards to ensure right first time.
• Will undertake continuous professional development to meet regulatory requirements and personal development needs.
• Is determined to keep up to date with legislative and industry changes which affect the business, it’s clients and the role of the Financial Adviser(s) within the business.
• Has the ability to prioritise tasks and work efficiently under pressure or to tight deadlines.

If that sounds like you, we can offer:

• A great basic salary up to £40,000 dependent on experience.
• A yearly incentive scheme.
• Training and development in a supportive and caring environment.
• Participation in a company share option scheme.
• Salary sacrifice EV car scheme.
• Contributory pension.
• Death in service.
• 23 days holiday.
• 4 additional ‘Life Happens Days’ to cover any unexpected emergencies.
• An extra day’s holiday on your Birthday.

If you think you might be just the person we need, please send us your CV along with a covering letter or email telling us more about you, and why you’re the right person for the role to:

Kelly Dinelli

Operations Manager

T. 01732 834834

E. [e-mail]

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

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