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Technical Administrator, Bristol (BW-1116)

£27000 - £30000 plus holiday and benefits

A position with a small independent holistic financial planning firm offering clients a truly bespoke personalised service.

Operated as a "virtual" office, this is a home based position, with a weekly Face to Face team meeting in the Aztec West/Bradley Stoke area.
They are seeking an experienced Technical Administrator to become an integral part of the team of 4.
The right candidate should have strong existing administrative experience, preferably gained from working within an Independent Financial Advisers office, and to be able to work independently.
The role would suit a candidate with good technical knowledge of investment products including a detailed understanding of the taxation effects of withdrawals and realised/unrealised gains.
Key Responsibilities & Accountabilities
  • Create and maintain accurate client records on back office systems, platforms and any other IT systems e.g. cashflow & risk profiler
  • Prepare client documentation and correspondence pre and post meetings as per business processes
  • Check accuracy and completeness of new business documentation
  • Ensure that all business applications are processed accurately and efficiently, in a compliant manner, to the firm’s standards
  • Ensure all supporting documentation is maintained as per company procedures
  • Record and reconcile fees
  • Ensure all work is followed up promptly in line with company standards
  • Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)
  • Send Letters of Authority and gather accurate information to include ISIN codes for funds and a full breakdown of income and partial surrenders taken from investment products
  • Obtain illustrations and application forms
  • Production of portfolio valuations
  • Ensure fund switches / rebalances / top ups / withdrawals are carried out accurately and within company timescales
  • Provide a friendly and professional point of contact for clients and enquiries
  • Ensure action points resulting from client meetings get diarised and dealt with 
  • Prepare client review documentation as per the Annual Review Process
  • Support Financial Planner in delivery of reviews, if needed
  • Assist in implementation of agreed action points
  • Preparation of some basic suitability reports e.g. ISA and pension contribution top ups, as required
  • You will be a customer focused professional with a keen eye for detail
  • A clear communication style, you’ll demonstrate excellence in the work place, high levels of integrity and be a solid team player
  • Excellent organisational and analytical skills, with the ability to communicate clearly and concisely both verbally and in writing 
  • You will be computer literate with the ability to use Microsoft Office, most importantly MS Excel at advanced level
Qualifications and Experience:
  • Working towards Level 4 Diploma in Financial Planning
  • Good technical knowledge across the full range of investments and pension solutions, particularly in regard to Capital Investment Bonds - e.g. understanding top slicing and the effect of taxation rules on clients with other Investment Products realised/unrealised gains
Salary and Benefits
  • Salary £27,000 - £30,000 p.a.
  • Support with Level 4 Dip
  • Auto Enrolment Pension Scheme
  • Holidays - 20 days + 5 at Christmas + bank holidays.
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: