Trainee Technical Advisory Support Administrator

www.topfinancialjobs.co.uk - Jobboard; Norwich; On-site; GBP 33,000; Full time

Job summary

An established industry player is seeking a Trainee Technical Administrator to join their supportive team. This full-time role offers the opportunity to learn and grow within the financial services sector, providing essential support to advisers. You will engage in hands-on training, gaining expertise in financial products and compliance processes. With a commitment to staff development, the company provides comprehensive training, study materials, and exam support. If you are passionate about financial services and eager to advance your career, this position could be the perfect fit for you.

Benefits

Company pension

Death in service policy

Study materials for exams

Exam fees covered

Structured study leave

Qualifications

• Experience in holistic financial planning as an administrator.
• Eager to further career with training and support.

Responsibilities

• Prepare suitability reports and letters for advisers.
• Assist in Post Retirement Cashflow Modelling.
• Provide suitability advice and support to advisers.

Skills

Technical knowledge of financial products

Understanding of compliance processes

Experience with Intelliflo and Transact systems

Experience in administration processes

Experience with pension administration

Good communication skills

Organizational skills

Ability to work within a team

Strong prioritization skills

Attention to detail

Tools

SelectaPension

Financial Express Analytics

Intelligent Office

Job description

My client is looking for a Financial Services savvy professional to join them as a Trainee Technical Administrator. The ideal candidate will have experience in holistic financial planning as an administrator and is eager to further their career.

Location and Company Overview

My client's offices are located just outside of the city centre to the east of Norwich. They are a close-knit, friendly, and supportive team with excellent staff retention.

Role Details

This role has arisen to provide additional adviser support. The starting salary is £32,500 plus benefits including a company pension, death in service policy, and other perks.

Job Type and Training

Full-time, Permanent position. The Trainee Technical Advisory Support role involves shadowing the current Compliance & Training Manager. The training period is expected to last 12-15 months, after which, subject to satisfactory progress, the role will transition to a Technical Advisory Support position.

Responsibilities

1. Prepare suitability reports and letters
2. Develop Key Features Illustrations and application preparations
3. Provide suitability advice, support, and guidance to advisers pre-sale
4. Assist in Post Retirement Cashflow Modelling using the SelectaPension system
5. Assist with Pension Transfers using the SelectaPension system
6. Utilize Financial Express Analytics for Portfolio Construction
7. Rebalance portfolios through fund transactions
8. Understand and use the Finametrica Risk Profiling system
9. Contribute to monthly Market Commentary
10. Coordinate Quarterly Company Meetings
11. Serve as the main contact for investment and insurance firm representatives
12. Assist in client tax planning

Full training will be provided through on-the-job learning, courses, seminars, and support for CII examinations, including study materials, exam fees, and study leave. Additional structured study leave may be allocated weekly or bi-weekly.

Key Skills

• Technical knowledge of financial products and tax wrappers
• Desirable: Understanding of compliance processes within an IFA practice
• Desirable: Experience with Intelliflo and Transact systems
• Experience in administration processes within an IFA practice
• Experience with pension administration, investments, and life insurance
• Good communication and organizational skills
• Ability to work within a team
• Strong prioritization and high-quality performance under pressure
• Attention to detail

My client manages assets worth £250 million and uses Intelligent Office for all administrative processes, including adviser fee payments.