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- Tasks: Prepare valuations and support advisers in a dynamic financial planning environment.
- Company: Reputable financial planning firm in St Albans with a supportive team culture.
- Benefits: Career development opportunities and competitive salary up to £40,000.
- Why this job: Gain technical experience and grow your career in financial services.
- Qualifications: Experience in financial services and strong attention to detail.
- Other info: Ideal for those studying towards financial qualifications.
The predicted salary is between 24000 - 40000 £ per year.
Burgh Recruitment is recruiting a Technical Administrator for a well-regarded financial planning firm in St Albans. This role offers exposure to more technical aspects of financial planning and is ideal for someone looking to develop their career.
Responsibilities:
- Preparing valuations, illustrations and technical documentation
- Processing new business and policy servicing
- Supporting advisers and paraplanners
- Maintaining accurate client and compliance records
Requirements:
- Experience in a financial services ideally in a SJP Partner Practice
- Strong attention to detail
- Good systems and organisational skills
- Studying towards financial qualifications (desirable)
Benefits:
- Career development opportunity
- Supportive team environment
- Up to £40,000 (DoE)
Technical Administrator employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited 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 people in the financial planning sector, especially those who work at firms you admire. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role involves preparing valuations and technical documentation, make sure you can discuss these topics confidently. We recommend practising common interview questions related to financial services.
✨Tip Number 3
Showcase your attention to detail! During interviews, share examples of how you've maintained accurate records or handled complex tasks. This will demonstrate that you're the right fit for the Technical Administrator role.
✨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 about their job search!
We think you need these skills to ace Technical Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially if you've worked in a SJP Partner Practice. We want to see how your skills match the role, so don’t be shy about showcasing your attention to detail and organisational skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our supportive team environment. We love seeing genuine enthusiasm for the role!
Showcase Relevant Experience: When detailing your previous roles, focus on tasks that relate to preparing valuations, processing new business, or supporting advisers. We’re looking for candidates who can hit the ground running, so make those experiences stand out!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge, especially if you've worked in a SJP Partner Practice before. Familiarise yourself with common terms and processes related to valuations and policy servicing, as this will show your potential employer that you're ready to hit the ground running.
✨Show Off Your Attention to Detail
As a Technical Administrator, attention to detail is key. Prepare examples from your past experiences where your meticulous nature made a difference. Whether it was catching an error in documentation or ensuring compliance records were spot on, these stories will highlight your suitability for the role.
✨Get Organised
Demonstrate your organisational skills by discussing how you manage your workload. Bring along a planner or digital tool you use to keep track of tasks and deadlines. This will not only impress your interviewers but also give them confidence in your ability to handle the responsibilities of the role.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to financial planning and how they support career development. This shows your genuine interest in the role and helps you gauge if the firm is the right fit for you. Plus, it gives you a chance to engage with the interviewers on a deeper level.
