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- Tasks: Support financial advisers and deliver exceptional client experiences in a fast-paced environment.
- Company: Dynamic financial services firm located in Knightsbridge, London.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Join a team that values quality, client care, and continuous development.
- Qualifications: Experience in financial services administration and strong knowledge of compliance processes.
- Other info: Be part of strategic projects and enjoy a collaborative culture.
The predicted salary is between 35000 - 45000 ÂŁ per year.
We are seeking a highly organised and client‑focused Technical Financial Administrator to play a pivotal role in supporting our financial advisers and delivering an exceptional experience to our clients. This is a fantastic opportunity for an experienced financial services administrator who enjoys working with complex cases, thrives in a fast‑paced environment, and takes pride in getting the detail right.
Location and Employment: Knightsbridge, London (Hybrid) Permanent | Full‑time
About the Role: Reporting to the Operations Manager, you will lead and oversee high‑quality technical and administrative support to the Practice. You’ll act as a key point of contact for clients, ensuring all servicing is delivered accurately, compliantly, and on time. You’ll work closely with advisers, taking ownership of end‑to‑end advice processes and maintaining impeccably organised client files across Salesforce and iBusiness.
Key Responsibilities:
- Provide high‑level technical and administrative support to Advisers, including complex case queries
- Liaise with SJP Tax, Technical, Protection and Pension helplines as required
- Handle ad‑hoc client and third‑party queries (withdrawals, valuations, wealth accounts, surrenders)
- Prepare advisers for meetings by ensuring compliant, complete and accurate files
- Maintain up‑to‑date client records, including AML, ID&V, vulnerable client records and offshore declarations
- Manage Letters of Authority (LOA) process and analyse ceding scheme information
- Prepare advice files including analytics, research, Voyant, carry forward calculations, DocuSign and illustrations
- Ensure Advice Sets and business submissions are completed accurately and within BA timeframes
- Maintain Salesforce data integrity in line with business assurance requirements
- Keep up to date with regulatory, template and business assurance changes
- Support strategic projects and continuous process improvement initiatives
About You:
- Previous administrative experience within financial services
- Strong knowledge of regulation and compliance processes
- Experience using Salesforce or similar CRM systems
- Excellent client communication and relationship‑building skills
- High attention to detail, strong organisation and time‑management skills
- Confidence working with Microsoft Office (Outlook, Word, Excel, PowerPoint)
- A proactive, positive and adaptable mindset
What We Value:
- Quality Focus – personal ownership and pride in your work
- Client Care – delivering a consistently first‑class client experience
- Teamwork – collaborating to achieve shared goals
- Embracing Change – responding positively to new ideas and improvements
- Continuous Development – commitment to learning and growth
Technical Administrator (Financial Services) employer: Achieve Recruitment
Contact Detail:
Achieve Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Administrator (Financial Services)
✨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 processes and Salesforce. We want you to feel confident discussing your experience with complex cases and how you can support advisers effectively. Practice common interview questions to nail that first impression!
✨Tip Number 3
Showcase your attention to detail! During interviews, share specific examples of how you've maintained impeccable client records or handled complex queries. This will demonstrate your organisational skills and commitment to delivering a first-class client experience.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team and contributing to our mission of providing exceptional service in financial administration.
We think you need these skills to ace Technical Administrator (Financial Services)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Financial Administrator role. Highlight your previous experience in financial services and any specific skills that match the job description, like your knowledge of compliance processes or experience with Salesforce.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your client-focused approach and how you thrive in fast-paced environments, just like we do at StudySmarter.
Show Off Your Attention to Detail: Since this role requires high attention to detail, make sure your application is free from typos and errors. We want to see that you take pride in getting the details right, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Achieve Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services regulations and compliance processes. Familiarise yourself with the specific tools mentioned in the job description, like Salesforce and Microsoft Office. Being able to discuss these confidently will show that you're ready to hit the ground running.
✨Showcase Your Organisation Skills
Since this role requires high attention to detail and strong organisation, prepare examples from your past experience where you've successfully managed complex cases or maintained impeccable records. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Client Care is Key
Demonstrate your client communication skills by preparing for potential questions about handling client queries or complaints. Think of specific instances where you went above and beyond to ensure a great client experience, as this aligns perfectly with what they value.
✨Be Ready for Change
This role values embracing change and continuous development. Be prepared to discuss how you've adapted to new processes or technologies in the past. Showing a proactive and positive mindset will resonate well with the interviewers.