Technical Administrator - Burgess Hill

Artemis Recruitment Consultants; Burgess Hill; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading firm in Burgess Hill is seeking a Technical Administrator to facilitate client servicing within a high-performing team. The role involves meeting preparation, handling complex client queries, and ensuring compliance with regulations. This position requires strong communication skills, 5+ years of relevant experience, and proficiency in Salesforce.

Qualifications

• 5 years’ experience in financial services with high net worth clients.
• Proficient in Salesforce and Microsoft Office.
• Strong understanding of FCA rules advantageous.

Responsibilities

• Client servicing, meeting preparation, and note-taking.
• Maintain client information on Salesforce and ensure agreements are signed.
• Ensure compliance with FCA and internal standards.

Skills

Communication

Attention to detail

Customer-focused

Tools

Salesforce

Microsoft Office

Excel

Job description

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Technical Administrator - Burgess Hill, Burgess Hill

Location: Burgess Hill, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference:

a43a960e9cba

Job Views:

28

Posted:

20.06.2025

Expiry Date:

04.08.2025

Job Description:

Technical Administrator - Burgess Hill

Our client is seeking a Technical Administrator for their IFA firm based in Burgess Hill. The ideal candidate will have experience working autonomously within a high-performing team.

Accountabilities

• Client servicing and meeting preparation, including attending meetings, note-taking, and follow-up actions.
• Use systems to submit new business, obtain client information, and prepare application forms.
• Liaise with providers for applications and requirements.
• Assist with trades, portfolio rebalancing, and closing plans on Intelligent Office.
• Handle complex client queries and prepare financial models and suitability letters.
• Work under pressing deadlines, sometimes beyond standard hours.

Correspondence and Client Files

• Maintain accurate client information on Salesforce and ensure client agreements are signed and stored.
• Organize electronic files and manage follow-up tasks.

Compliance

• Ensure FCA and internal compliance, confidentiality, and proper documentation.
• Follow anti-money laundering, GDPR, and risk profiling procedures.

General Administration

• Organize meetings, produce management information, and handle ad-hoc administrative tasks.

Experience and Qualifications

• At least 5 years’ experience in a relevant financial services role with high net worth clients.
• Proficiency in Salesforce and Microsoft Office, especially Excel.
• Excellent communication and attention to detail.
• Understanding of FCA rules and industry qualifications are advantageous.

Personal Attributes

• Ability to meet deadlines, work under pressure, and prioritize tasks effectively.
• Customer-focused, proactive, professional, and punctual.