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Technical Administrator

Posted: 09/12/24
Recruiter:Ellis James Partners Ltd
Reference:2863768718
Type:Permanent
Salary:£25,000 - £29,000 Annual
Location:Canford Cliffs, Dorset
Description: Technical Administrator - Financial Adviser Support

Location: Bournemouth
Salary: £25,000 - £29,000

Are you an organised and detail-oriented professional seeking to grow your career in financial services?

A well-established Financial Planning firm known for developing high performing Financial Advisers is seeking an enthusiastic professional to join their adviser support team.

What will you do?
  • Collaborate closely with financial advisers and the back-office team to ensure seamless operations.
  • Act as a key liaison for clients, handling queries with professionalism and efficiency.
  • Maintain communication with providers to manage documentation and updates.
  • Prepare and manage client records to ensure compliance and accuracy.
  • Draft Letters of Authority, schedule meetings, and manage adviser diaries.
  • Process new business and prepare meeting materials to support client engagement.
Preferred experience:
  • Background in financial services is advantageous (e.g., IFA, pensions, investments, wealth management, mortgages).
  • Excellent administration, time management, and prioritisation skills.
What s on Offer:
  • Exam support and funding, including salary increase for exam completion
  • A positive, collaborative work culture with opportunities to become a Financial Adviser
  • Alternative work locations available in Yeovil, Shaftesbury, and Corsham
If you re ready to take the next step in your career, we d love to hear from you!

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