Technical Administrator (Wealth Management)

Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Technical Administrator to support one of their highest producing Financial Planners.

Candidates will be responsible for providing a technical administration service to the financial planner and paraplanner providing valuations, processing new business, obtaining valuations and preparing new business quotations, preparing and maintaining client files, undertaking product research, preparing recommendations and constructing accurate reports.

Candidates need to have proven financial services / wealth management adminstration experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards (although this is not essential) and have good planning and organisational skills.

In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, potentially into a Paraplanning / Advisory role, within this growing organisation.