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- Tasks: Provide top-notch technical and admin support to advisers and clients.
- Company: Dynamic financial services firm in Knightsbridge with a hybrid work model.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Fast-paced environment with a focus on teamwork and client relationships.
- Why this job: Join a team where your skills make a real difference in client service.
- Qualifications: Strong admin experience, ideally in financial services, and CRM proficiency.
The predicted salary is between 35000 - 35000 £ per year.
Job Summary
Role: Technical Administrator
Salary: £35,000 per annum
Location: Knightsbridge
Permanent | Hybrid (Knightsbridge + Home)
Purpose
To provide a high‑level technical and administrative support to Advisers, ensuring client files, compliance tasks and technical queries are handled accurately and efficiently. Act as a key contact for clients and external partners to ensure a seamless, timely and compliant service.
Key Responsibilities
- Technical & Adviser Support
- Provide advanced administrative and technical support on complex client cases.
- Liaise with Tax, Technical, Protection and Pension helplines to resolve queries.
- Prepare adviser meeting packs including compliance documentation, CFRs, presentations and research.
- Maintain accurate, up‑to‑date client files and identification records.
- Client Queries & Servicing
- Manage ad‑hoc client requests including withdrawals, valuations, surrenders and wealth account updates.
- Handle Letters of Authority: creation, chasing providers, logging on Salesforce, and reviewing ceding scheme information.
- Support clients with a professional, proactive and relationship‑focused approach.
- Compliance & Regulatory Administration
- Complete AML, ID & V and documentation checks.
- Ensure offshore residences, trusts and vulnerable client records are up to date.
- Stay current with regulatory changes, Business Assurance requirements and template updates.
- Salesforce & Workflow Management
- Ensure all client data, CFRs and advice record information meet Business Assurance standards.
- Follow workflow processes and contribute to improvements where needed.
- Manage end‑to‑end advice processes, updating advice records across business submissions and annual reviews.
- Technical Preparation & Submissions
- Prepare illustrations and submit applications.
- Complete Advice Sets accurately and within submission timeframes.
- Carry out calculations, analytics, external plan summaries, carry forward reports, Voyant prep and DocuSign tasks.
- Project Support
- Assist with strategic initiatives and operational projects as required.
Person Specification
- Strong administrative experience, ideally in financial services.
- Understanding of financial services regulation and processes.
- Confident working with CRM systems, especially Salesforce.
Skills & Behaviours
- Excellent communication and relationship‑building skills.
- Strong client focus with professional telephone manner.
- High level of organisation, accuracy and attention to detail.
- Ability to manage multiple priorities and remain calm under pressure.
- Proactive, positive and adaptable with a problem‑solving mindset.
- Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint).
Technical Administrator in London employer: Virtual Hire Staffing
Contact Detail:
Virtual Hire Staffing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Administrator in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. 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 researching the company and role thoroughly. Understand their values and how your skills align with what they need. This will help you stand out and show that you're genuinely interested.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your achievements effectively.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Technical Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Administrator role. Highlight your administrative experience and any relevant skills in financial services. We want to see how your background aligns with what we're looking for!
Showcase Your Skills: In your cover letter, showcase your communication and relationship-building skills. Mention specific examples of how you've managed client queries or handled compliance tasks. This will help us see your proactive approach in action!
Be Detail-Oriented: Pay attention to detail in your application. Ensure there are no typos or errors, as accuracy is key in this role. We appreciate candidates who take the time to present their best selves!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at Virtual Hire Staffing
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services regulations and processes. Familiarise yourself with common technical queries and how to resolve them, as well as the tools you'll be using, like Salesforce. This will show that you're not just a good fit for the role but also genuinely interested in it.
✨Showcase Your Organisation Skills
Since the role requires a high level of organisation and attention to detail, prepare examples from your past experiences where you've successfully managed multiple priorities. Be ready to discuss how you keep client files accurate and up-to-date, and how you handle compliance tasks efficiently.
✨Practice Your Communication
Excellent communication is key in this role, so practice articulating your thoughts clearly and professionally. Think about how you would explain complex information to clients or colleagues who may not have the same technical background. Role-playing with a friend can help you feel more confident.
✨Be Proactive and Positive
During the interview, demonstrate your proactive approach and problem-solving mindset. Share instances where you've taken the initiative to improve processes or support clients effectively. A positive attitude can go a long way in showing that you're adaptable and ready to tackle challenges head-on.