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Senior Technical Administrator, Dorking (CR-1220)

£28000 - £34000

Our client specialises in providing relationship based independent financial advice. The company provide advice on a wide range of financial matters, having particular expertise in the areas of Pensions and Investments.

The Role

The role of the Senior Technical Administrator is to provide administrative and technical support for all new business.
Key Responsibilities and Outputs
  • Supporting the Company and new business in preparing the applications to meet the clients' needs and objectives
  • Supporting the company in the implementation of new business
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
  • Contributing to the smooth running of the technical administrative function within the business
  • Promoting the profile of the company within the profession and wider communities
  • Continuous professional development to meet regulatory requirements and personal development needs
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
You will have primary responsibility for:
  • Managing new business processing
  1. Preparing applications for new business
  2. Processing new business applications
  3. Updating the database with accurate records
  4. Recording new business pipeline data
  5. Completing new business compliance checklists
  6. Tracking and concluding new business cases
  • Liaising with product providers and other relevant third parties
  • Individual workflow and task management
  • Adding financial contracts onto Avelo
  • Adding premium expectations and withdrawal expectations onto Avelo
  • Adding fee expectations onto Avelo
  • Financial Contract Maintenance of monies coming in and monies going out of Financial Contracts
You will have experience of pension contributions and withdrawals including tax free cash payments and income set up and variations. You will also have advanced experience of using Online Wrap Platforms, Avelo Database, Word, Outlook, Email management, Exchange. A high level of accuracy is required for all record keeping responsibilities/tasks. Keep up to date with legislative and industry changes which may affect the business and its clients.
You may from time to time be required to undertake reasonable additional or other duties as is necessary to meet the needs of the business.
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: