Technical Administrator
Salary
18k - 21k
Location
Job Type
Full Time
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If you are an experienced and extremely organised administrator who has a knowledge or experience of working within the financial sector for at least 2 years, we would like to talk to you about a fantastic role that has become available with one of our clients in Wiltshire.
This is a boutique style wealth management company who specialise in giving financial advice to HNW Clients. They house a talented and friendly team within their busy office in Trowbridge and due to increase in business levels, they require a technical administrator to support the smooth back office process for their Paraplanners and Advisers.
The fast paced working environment means that the administration team work at a technical level so candidates will need to have a good understanding of Pensions, Investments and Insurance products. Some of the daily duties will include:
- Submitting new business applications for financial products on behalf clients
- Correspond with policy providers on behalf of the client
- Correspond and be a general liaison with the client
- Process new client information in preparation for their first report meeting
- Facilitate the annual review process of our clients
- Project work