Technical Administrator
Recruitment Solutions

Sevenoaks, Kent
•5 hours ago
•No application
About
Job Description:Join a forward-thinking financial services firm where your expertise will directly shape client success and career growth.Pay: From £40,000.00 per yearJob Description:Technical Administrator – Wealth Practice | Up to £40,000 + Benefits | HybridAre you ready to take your financial services career to the next level?My client is a forward-thinking and supportive financial services firm where your skills will directly impact client success. My client is on the lookout for a proactive and detail-driven Technical Administrator to provide vital support to our Financial Advisers and Senior Paraplanner. If you're passionate about client service, financial planning, and working in a dynamic, professional environment — look no further About the RoleAs a Technical Administrator, you'll play a central role in enhancing the efficiency of our advisory team. You will attend client meetings, conduct financial research, help prepare recommendations, and liaise with product providers to keep everything running smoothly. Your support allows their advisers to focus on what they do best: delivering top-tier advice to clients.Key ResponsibilitiesConduct research and analysis to support client financial planning, including cashflow modellingPrepare financial plans, illustrations, and application packs for new businessAttend client meetings with advisers when neededDraft basic suitability reports and handle all necessary pre- and post-meeting actionsMaintain and update client records using XPLAN (fact finds, investment changes, etc.)Communicate directly with clients and providers, resolving queries efficientlySupport client administrators in processing business and meeting SLAsEnsure al



