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- Tasks: Support Financial Advisers with admin tasks and client communications.
- Company: Join a friendly, established Independent Financial Services firm in Leicestershire.
- Benefits: Enjoy 33 days holiday, a generous pension scheme, and modern office perks.
- Why this job: Be part of a supportive team culture with structured training and growth opportunities.
- Qualifications: 5 years admin experience, including 2 in Financial Services; strong Microsoft skills required.
- Other info: Office-based role with dress-down Fridays and a gym on-site.
The predicted salary is between 24000 - 36000 £ per year.
Technical Administrator – Financial Services Salary: £30,000 Location: Leicestershire (Office-Based) Hours: 37.5 hours per week, Mon–Fri, 9am–5pm Are you an experienced Financial Services Administrator looking for a long-term, in-office role where your expertise is truly valued? A well-established and friendly Independent Financial Services firm based in Leicestershire is seeking a Technical Administrator to provide ongoing support to one of their Independent Financial Advisers. This is a full-time, permanent position within a collaborative and professional environment. Key Responsibilities: Process Letters of Authority (LOAs) and liaise with clients and providers Prepare appointment packs, valuations, portfolio comparisons, and cash flow data Action fund switches and complete attitude to risk questionnaires Manage adviser diary and appointment bookings Process new business applications and death claims Produce suitability letters and maintain compliant client records Communicate professionally by phone, email, and post Support general admin tasks and attend team meetings and training sessions What You’ll Bring: At least 5 years of administration experience Proficiency in Microsoft Word, Excel, and Outlook Excellent communication skills and a confident phone manner Ability to quickly learn new systems (e.g., Xplan/Curo) Highly organised, detail-focused, and self-motivated Team-oriented, flexible, and professional in approach Benefits: 33 days’ holiday (including bank holidays) Office closure between Christmas and New Year (typically 3 days from allowance – never more) Generous 10% non-contributory pension scheme (after 3 months) Optional employee contributions via salary sacrifice Death in service benefit – 4x salary (after 3 months) Modern, air-conditioned offices with full kitchen, gym, and free secure parking Dress-down Fridays Supportive and inclusive team culture Structured training support for Trainee Advisers (including study leave and exam fees) How to apply: If you\’re interested, please send your CV to (url removed) or call (phone number removed)
Technical Administrator employer: Four Squared Recruitment Ltd
Contact Detail:
Four Squared Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Administrator
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, like Xplan or Curo. Having a basic understanding of these systems can give you an edge during the interview.
✨Tip Number 2
Brush up on your knowledge of financial services regulations and compliance. Being able to discuss relevant legislation will show your commitment to maintaining high standards in the role.
✨Tip Number 3
Prepare examples from your past experience that demonstrate your organisational skills and attention to detail. Be ready to share how you've successfully managed multiple tasks in a fast-paced environment.
✨Tip Number 4
Practice your communication skills, especially over the phone. Since the role involves liaising with clients and providers, being articulate and confident will be crucial in making a positive impression.
We think you need these skills to ace Technical Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services administration. Emphasise your 5 years of administration experience and any specific roles that align with the responsibilities listed in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you are a great fit for the Technical Administrator role. Mention your proficiency in Microsoft Office and your ability to learn new systems quickly.
Highlight Key Skills: In your application, specifically mention your organisational skills, attention to detail, and team-oriented approach. These qualities are essential for the role and should be evident in your written materials.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at Four Squared Recruitment Ltd
✨Showcase Your Financial Services Experience
Make sure to highlight your 5+ years of administration experience, especially the 2 years in Financial Services. Be prepared to discuss specific tasks you've handled, such as processing Letters of Authority or managing adviser diaries.
✨Demonstrate Your Technical Skills
Since proficiency in Microsoft Word, Excel, and Outlook is crucial, be ready to provide examples of how you've used these tools effectively in previous roles. If you have experience with systems like Xplan or Curo, mention that too!
✨Communicate Professionally
Given the importance of communication in this role, practice articulating your thoughts clearly and confidently. Prepare for questions about how you handle client interactions and maintain professionalism over the phone and via email.
✨Emphasise Your Organisational Skills
As a Technical Administrator, being detail-focused and organised is key. Share examples of how you've managed multiple tasks or projects simultaneously, and how you ensure accuracy in your work.
