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- Tasks: Provide top-notch technical and admin support to advisers and clients.
- Company: Dynamic financial services firm located in Knightsbridge.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Fast-paced environment with a focus on compliance 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 employer: Virtual Hire Staffing
Contact Detail:
Virtual Hire Staffing 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 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 those interviews by brushing up on your knowledge of compliance and regulatory processes. Make sure you can confidently discuss how you would handle client queries and maintain accurate records, as these are key aspects of the role.
✨Tip Number 3
Showcase your tech skills! Familiarise yourself with Salesforce and other CRM systems, as well as Microsoft Office tools. Being able to demonstrate your proficiency in these areas will give you an edge over other candidates.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications come directly from motivated candidates like you. Plus, it shows you're genuinely interested in joining our team and contributing to our success.
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 administrative experience and any relevant skills, especially those related to financial services and CRM systems like Salesforce. We want to see how you fit into our world!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with our needs. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Attention to Detail: In a role that requires high levels of accuracy, it's crucial to demonstrate your attention to detail. Make sure there are no typos or errors in your application. We appreciate candidates who take pride in their work!
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 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 this 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
As a Technical Administrator, you'll need excellent communication skills. Practice articulating complex information clearly and concisely. Think about how you would explain technical concepts to clients or colleagues who may not have the same level of understanding.
✨Be Proactive and Positive
Demonstrate your proactive approach during the interview. Share instances where you've taken the initiative to improve processes or solve problems. A positive attitude can go a long way, so make sure to convey your enthusiasm for the role and the company!