Technical Administrator

• Assist in new business processing across Investments, Pensions, and Protection
• Conduct drawdown reviews, CGT and carry forward calculations, and portfolio analysis
• Provide efficient administrative support to Advisers and the wider team
• Handle client and third-party queries professionally and promptly
• Maintain a high level of accuracy and organisation under pressure
• Use IT systems effectively, including Microsoft Word, Excel, and Outlook

Do you have experience in Microsoft Office?, * Strong organisational and administrative skills

• Excellent written and verbal communication
• Professional and confident in client interactions
• Proficient in Microsoft Office applications, * Ability to commute to Solihull
• Willingness to relocate prior to starting (if applicable)
• Industry experience required.

• Bonus scheme
• Company pension
• Life insurance
• Private medical insurance
• 25 days holiday plus Bank Holidays

Development Opportunities:

• Career progression available into areas such as client relations, marketing, paraplanning, and financial advice.

AW Wealth Ltd, a well-established and successful financial services firm, is seeking a Technical Administrator to join its fast-paced and supportive team. This is an excellent opportunity for someone looking to start or advance a career in financial services, with full training and clear career progression paths available.