Senior Technical Administrator

Pure Resourcing Solutions
Wymondham, Norfolk
19 Jun 2017
19 Jul 2017
Contract Type
Full Time
An exciting opportunity has arisen for an experienced administrator to join a leading financial services organisation, based in Norwich.

The purpose of this role will be to provide a first-class compliant and technical (including complex technical) support service to Advisers enabling them to deliver appropriate advice and solutions to clients in all areas of financial planning. Working closely with the Advisers, Directors, Paraplanners and administrative support staff, you will be responsible for ensuring the client receives the highest level of service at all times.

• Researching products to support recommendations made by the Financial Advisers
• Contributing to various projects and initiatives
• Producing MI and reporting on various outcomes
• Providing a proactive technical support service internally and externally
• Supporting the Advisers to ensure client files are compliant in terms of research and record keeping, to meet internal and external regulatory and procedural requirements
• Assisting the Advisers with client presentations and any other activities as agreed with the Advisers
• Preparing financial planning recommendation and suitability reports to meet client needs and objectives
• Providing technical support to clients, Advisers and team members, including providing solutions to more complex work
• Submitting business, ensuring that procedural and compliance audit requirements are met
• Preparing files for review meetings (annual, half yearly and ad-hoc), writing agendas and providing fund, product and research and data analysis
• Processing and submitting changes to existing plans, investments and policies (for example amendments to premiums, withdrawals, funds, replacement plans)

The successful candidate will have a strong understanding of financial services terminology. Have in depth technical knowledge of financial services solutions and associated regulatory requirements (for example tax efficient investments, retirement provision, investments, protection, structured products). You will have outstanding administrative experience and the ability to work well under pressure.

If you have the relevant skills and experience for this role, please apply today.