Technical Administrator

We have an exciting opportunity for a technical administrator to join our expanding team. The key purpose of this role is to provide administrative and technical support in all aspects of financial planning and advice.

This is a fantastic opportunity for someone to take the next step in their financial career at an exciting company.

The successful candidate’s key roles will include:

• Supporting our paraplanner
• Ensuring all documentation is maintained as per company procedures
• Coordinating various administrative projects
• Ensuring action points resulting from client meetings get diarised, actioned and completed as per business process
• Providing a friendly and professional point of contact for clients and administrative enquiries
• Preparing client documentation and correspondence before and after meetings following business processes
• Sending letters of authority and gathering accurate information with the help of an administrative assistant
• Ensuring all supporting documentation is maintained as per company procedures
• Ensuring all work is followed up promptly in line with company standards.

And much more.

This role is ideal for someone looking to continue progressing their development. However, there are a few essentials the successful candidate must have:

• Microsoft Office experience
• Electronic diary management experience
• Knowledge of financial services products
• Highly organised, methodical and disciplined
• Able to prioritise and plan workload
• Able to work within defined business processes
• Able to analyse data effectively
• Able to communicate effectively in verbal and written form
• Shows initiative and takes personal responsibility for completing tasks
• Excellent attention to detail
• Adopts a positive attitude and is willing to assist others when busy
• Able to work under pressure on occasions to achieve deadlines
• Able to achieve agreed outcomes without supervision
• At least three years of experience working as a financial services administrator
• RO1 qualified
• LP2 qualified.

If this sounds like a role that you think you’d excel in, please send an email to info@charltonhousewm.co.uk with a cover letter explaining why you think you’d be a good fit and a copy of your CV.

If you have any questions, please get in touch.