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- Tasks: Support clients by conducting research and producing detailed financial reports.
- Company: Join a successful SJP Partner Practice in North Leeds.
- Benefits: Salary up to £30k plus bonus scheme and career growth opportunities.
- Why this job: Make a real impact in financial planning while developing your technical skills.
- Qualifications: Experience in a technical support role within financial services is essential.
- Other info: Dynamic team environment with opportunities to attend client meetings.
The predicted salary is between 24000 - 36000 £ per year.
Location - West Park, North Leeds (LS16)
Salary - Up to £30k dependent upon experience (Plus Bonus Scheme)
We are an SJP Partner Practice in North Leeds looking to appoint an experienced Technical Administrator to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions, plus producing compliant financial planning reports for our Financial Advisors/Partners to present to clients.
As our Technical Administrator, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including:
- Conducting research to source suitable solutions
- Completing detailed and informative reports
- Liaising with the Administration team to ensure business is accurately processed and systems are correctly updated
There may be opportunities to attend or even host client-facing meetings from time to time.
You will always strive to produce well thought out and meaningful Client reports that are:
- Well thought out
- Meaningful
Responsibilities:
- Be the go-to for technical queries and support the full client journey with research to source suitable solutions and produce detailed and informative reports
- Liaise with the Administration team to ensure accurate processing and system updates
- Attend or host client-facing meetings from time to time (where opportunities arise)
- Produce client reports that are well thought out and meaningful
Qualifications/Requirements:
- Experience as a Technical Administrator or in a similar technical support role within financial services
- Ability to research, analyse, and compile information to support financial planning solutions
- Strong communication skills for liaising with advisers, partners, and administration teams
Technical Administrator in Leeds employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Administrator in Leeds
✨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 technical knowledge. Make sure you can confidently discuss financial planning solutions and demonstrate your research skills. We want you to shine when it comes to those tricky questions!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings at StudySmarter, where we value expertise and a client-first approach just like you do!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Technical Administrator in Leeds
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 and any relevant technical support roles. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your research and analysis skills, and how they’ve helped in previous roles.
Showcase Your Communication Skills: Since strong communication is key for this role, make sure to demonstrate your ability to liaise effectively with different teams. We love seeing candidates who can convey complex information clearly and concisely.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Burgh Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning solutions. Be prepared to discuss specific products and how they can meet client needs. This will show that you’re not just familiar with the role, but that you can genuinely contribute from day one.
✨Showcase Your Research Skills
Since the role involves a lot of research and analysis, come prepared with examples of how you've successfully conducted research in the past. Maybe you found a unique solution for a client or improved a process. Share these stories to demonstrate your analytical skills.
✨Communication is Key
Strong communication skills are essential for this position. Practice explaining complex financial concepts in simple terms. You might even want to role-play a client meeting scenario with a friend to get comfortable with presenting information clearly and confidently.
✨Be Ready for Client Interaction
Although the role is primarily technical, there may be opportunities to attend or host client meetings. Think about how you would handle these situations and be ready to discuss your approach to client interactions. Showing that you can bridge the gap between technical expertise and client-facing roles will set you apart.
