Role Overview
We're a busy, client-focused financial advice practice looking for a detail-oriented Technical Administrator to join our growing team. You'll support our busiest adviser and their clients to ensure every case and communication is handled accurately, efficiently, and compliantly.
Role Responsibilities
What you'll be doing
- Preparing client files and meeting packs, including compliance documentation, illustrations, research, analytics, and DocuSign materials.
- Processing new business applications, EBS submissions and advice sets accurately, and recording management information on Salesforce.
- Liaising with clients, advisers, the team and third parties to progress cases through to completion.
- Obtaining quotes, illustrations, and product details to support meaningful analysis and recommendations.
- Processing client withdrawals and encashments in line with SJP compliance guidelines.
- Maintaining accurate, up-to-date client records on Salesforce following every meeting.
- Responding to incoming calls and emails relating to new business, replacements, and client enquiries.
Role Requirements
Knowledge, Skills & Experience
Essential:
Essential:
- Previous experience in a financial services administration role.
- Familiarity with Salesforce or similar client management systems.
- Strong attention to detail and excellent written communication skills.
- Confident, professional telephone manner with the ability to build rapport quickly.
- Competent across Microsoft Office (Outlook, Word, Excel, PowerPoint).
- Calm under pressure, well-organised, and comfortable managing multiple priorities.
- SJP experience
- Knowledge of relevant financial services regulation and legislation.
- Experience with Voyant, DocuSign, or SJP systems.
- A proactive approach to learning and professional level
- Highly motivated, ambitious, and goal-oriented
- Excellent communication and interpersonal skills
- Strong organisational and time management abilities
- Ability to explain complex information clearly
- High level of discretion and professionalism
- Comfortable working independently and managing your own development
- Strong IT skills (MS Office, Excel, CRM/back-office systems)
Why us?
Apollo Private Wealth is committed to enabling you to do your best work, and to feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues feel empowered.
Our promise is to build an inclusive culture and service, and to put our people first.
We believe in the spirit of ownership because our people take results personally and want to build something great together. We value talented individuals who aren’t afraid to be bold, resourceful, and committed. In return, we offer opportunities for the development and wealth creation for our people.
Apollo Private Wealth is a leading wealth management firm and multi-family office based in London managing wealth for private clients, families, and institutions. We offer a highly personal service of a partner-owned boutique to deliver exceptional client outcomes.
You can find out more about the service that we offer our clients here - https://www.apolloprivatewealth.co.uk/what-we-do.
Highly Competitive Benefits Package
This role offers the following;
Our promise is to build an inclusive culture and service, and to put our people first.
We believe in the spirit of ownership because our people take results personally and want to build something great together. We value talented individuals who aren’t afraid to be bold, resourceful, and committed. In return, we offer opportunities for the development and wealth creation for our people.
Apollo Private Wealth is a leading wealth management firm and multi-family office based in London managing wealth for private clients, families, and institutions. We offer a highly personal service of a partner-owned boutique to deliver exceptional client outcomes.
You can find out more about the service that we offer our clients here - https://www.apolloprivatewealth.co.uk/what-we-do.
Highly Competitive Benefits Package
This role offers the following;
- £30,000-£35,000 basic salary depending on experience
- 24 days holidays, increasing each year
- Birthday day (paid day off)
- 5% matched Employer Pension Contribution
- Medicash health care plan
- Life Assurance policy
- Income Protection policy
- Regular company social events
- This role is office based, however we offer remote working on a Friday
About us
We’re part of Apollo Group – a fast-growing collective of specialist financial advice, business services, and client experience teams. We’re backed by one of the UK’s largest wealth networks through St. James’s Place, but we move at the pace of a startup and operate with the care of a family office.
