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- Tasks: Provide top-notch technical and admin support to advisers and clients.
- Company: Join a dynamic financial services firm in Knightsbridge with a hybrid work model.
- Benefits: Enjoy a competitive salary, flexible working, and opportunities for professional growth.
- Why this job: Be the go-to person for complex client cases and make a real difference.
- Qualifications: Strong admin skills, ideally in financial services, and familiarity with CRM systems.
- Other info: Fast-paced environment with a focus on teamwork and client relationships.
The predicted salary is between 35000 - 35000 £ per year.
Salary: £35,000 per annum
Location: Knightsbridge
Permanent | Hybrid (Knightsbridge + Home)
Purpose: 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.
Key Responsibilities
- 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.
- 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.
- 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.
- 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.
- 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.
- Assist with strategic initiatives and operational projects as required.
Person Specification
- Experience & Knowledge
- Strong administrative experience, ideally in financial services.
- Understanding of financial services regulation and processes.
- Confident working with CRM systems, especially Salesforce.
- 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).
Technical Administrator employer: Achieve Recruitment Ltd
Contact Detail:
Achieve Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Technical Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance and regulatory processes. Make sure you can confidently discuss how you've handled technical queries or client requests in the past. We want to see that you can bring your A-game!
✨Tip Number 3
Showcase your Salesforce skills! If you've got experience with CRM systems, be ready to talk about it. Highlight any specific projects where you improved workflow or managed client data effectively. This will set you apart from the competition.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to connect with us directly.
We think you need these skills to ace Technical Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Administrator role. Highlight your administrative experience and any relevant skills, especially those related to financial services and CRM systems like Salesforce. We want to see how you fit into our world!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with our needs. Be sure to mention your client-focused approach and problem-solving mindset – we love that!
Showcase Your Attention to Detail: In a role where accuracy is key, it's important to demonstrate your attention to detail. Whether it's in your CV, cover letter, or any additional documents, make sure everything is polished and error-free. We appreciate a candidate who takes pride in their work!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Achieve Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services regulations and processes. Familiarise yourself with Salesforce, as it’s a key part of the role. Being able to discuss specific examples of how you've used these tools in past roles will really impress.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and external partners, practice articulating your thoughts clearly. Prepare examples of how you've built relationships in previous jobs, and be ready to demonstrate your professional telephone manner during the interview.
✨Be Organised and Detail-Oriented
Highlight your organisational skills by discussing how you manage multiple priorities. Bring along examples of how you've maintained accurate records or handled compliance tasks in the past. This will show that you can handle the high level of accuracy required for this position.
✨Prepare for Problem-Solving Questions
Expect questions that assess your problem-solving abilities. Think of scenarios where you had to adapt quickly or resolve a complex issue. Sharing these experiences will showcase your proactive mindset and ability to remain calm under pressure.