Technical Administrator

To provide a high-level technical and administrative support to Advisers, ensuring client files, compliance tasks and technical queries are handled accurately and efficiently. Act as a key contact for clients and external partners to ensure a seamless, timely and compliant service., Technical & Adviser Support

• Provide advanced administrative and technical support on complex client cases.

• Liaise with Tax, Technical, Protection and Pension helplines to resolve queries.

• Prepare adviser meeting packs including compliance documentation, CFRs, presentations and research.

• Maintain accurate, up-to-date client files and identification records. Client Queries & Servicing

• Manage ad-hoc client requests including withdrawals, valuations, surrenders and wealth account updates.

• Handle Letters of Authority: creation, chasing providers, logging on Salesforce, and reviewing ceding scheme information.

• Support clients with a professional, proactive and relationship-focused approach. Compliance & Regulatory Administration

• Complete AML, ID&V and documentation checks.

• Ensure offshore residences, trusts and vulnerable client records are up to date.

• Stay current with regulatory changes, Business Assurance requirements and template updates. Salesforce & Workflow Management

• Ensure all client data, CFRs and advice record information meet Business Assurance standards.

• Follow workflow processes and contribute to improvements where needed.

• Manage end-to-end advice processes, updating advice records across business submissions and annual reviews. Technical Preparation & Submissions

• Prepare illustrations and submit applications.

• Complete Advice Sets accurately and within submission timeframes.

• Carry out calculations, analytics, external plan summaries, carry forward reports, Voyant prep and DocuSign tasks. Project Support

• Assist with strategic initiatives and operational projects as required.

• Strong administrative experience, ideally in financial services.

• Understanding of financial services regulation and processes.

• Confident working with CRM systems, especially Salesforce. Skills & Behaviours

• Excellent communication and relationship-building skills.

• Strong client focus with professional telephone manner.

• High level of organisation, accuracy and attention to detail.

• Ability to manage multiple priorities and remain calm under pressure.

• Proactive, positive and adaptable with a problem-solving mindset.

• Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint).