At a Glance
- Tasks: Support financial advisers by preparing client files and processing applications efficiently.
- Company: Join a busy, client-focused financial advice practice with a supportive team.
- Benefits: Enjoy a competitive salary, generous holidays, and health care benefits.
- Other info: Office-based role with remote work on Fridays and great career growth opportunities.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial services administration and strong attention to detail required.
The predicted salary is between 30000 - 35000 £ per year.
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
- 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:
- 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.
- Desirable:
- 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.
Key Attributes:
- 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).
Benefits
Highly Competitive Benefits Package:
- £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.
Technical Administrator employer: Apollo Private Wealth
Join our dynamic financial advice practice as a Technical Administrator, where you'll be part of a supportive and client-focused team dedicated to delivering exceptional service. We offer a highly competitive benefits package, including a generous salary, increasing holiday entitlement, and opportunities for professional growth in a collaborative work environment. With regular social events and the flexibility of remote working on Fridays, we foster a culture that values both hard work and employee well-being.
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 practising common questions related to financial administration. Think about how your previous experience aligns with the responsibilities listed in the job description, especially around compliance and client communication.
✨Tip Number 3
Showcase your skills! If you’ve got experience with Salesforce or similar systems, be ready to discuss specific examples of how you’ve used them to improve efficiency or accuracy in your past roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team and ready to dive into the world of financial advice.
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 experience in financial services administration and any familiarity with Salesforce or similar systems. We want to see how your skills match what we're looking for!
Show Off Your Attention to Detail:Since this role requires a strong attention to detail, make sure your application is free from typos and errors. Use clear formatting and bullet points to make it easy for us to read. We love a well-organised application!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Explain why you're interested in the role and how your previous experience makes you a great fit. We appreciate a personal touch, so let your personality come through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at Apollo Private Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific role of a Technical Administrator. Familiarise yourself with Salesforce and any other relevant systems mentioned in the job description. This will show that you're not just interested, but also prepared.
✨Showcase Your Attention to Detail
Since this role requires a strong attention to detail, be ready to provide examples from your past experience where your meticulousness made a difference. Whether it’s preparing client files or processing applications, highlight how your careful approach has led to successful outcomes.
✨Practice Your Communication Skills
You’ll need to liaise with clients and advisers, so practice explaining complex information clearly and concisely. Consider doing mock interviews with a friend or family member to refine your communication style and ensure you come across as confident and professional.
✨Prepare for Scenario Questions
Expect questions that assess how you handle pressure and manage multiple priorities. Think of specific scenarios where you successfully juggled tasks or resolved issues, and be ready to discuss these during the interview. This will demonstrate your organisational skills and calmness under pressure.
