Technical Administrator (Financial Adviser Firm)

Our client is a very well-established firm of Financial Planners based In a beautiful, rural location of Wolverhampton. An exciting opportunity is now available for a Senior Client Administrator (Technical Administrator) to join the established team in which the successful candidate will provide support to the Practice and work alongside the wider administration and paraplanning function. Key Responsibilities Liaise with administrators and paraplanners to ensure the delivery of all business process needs Compiling, clear and comprehensive reports, with recommendations that are within compliance standards Provide post meeting OSLs for all clients and action any associated tasks including keeping up to date and accurate client information records on Salesforce Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis Work within and stay up to date with template changes and advice notes Practice day to day knowledge sharing with colleagues, in order to upskill yourself and others Supporting and responding to incoming calls and emails with regards to new business, replacements and…