Technical Administrator

Company : Confidential

Job Description - Technical Administrator

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, including 2 years in Financial Services
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 or call .

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Technical Administrator

Job Description - Technical Administrator

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