Technical Administrator

We're a busy, client-focused financial advice practice looking for a detail-oriented Technical Administrator to join our growing team. You'll support our busiest adviser and their clients to ensure every case and communication is handled accurately, efficiently, and compliantly.

• Previous experience in a financial services administration role.
• Familiarity with Salesforce or similar client management systems.
• Strong attention to detail and excellent written communication skills.
• Confident, professional telephone manner with the ability to build rapport quickly.
• Competent across Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Calm under pressure, well-organised, and comfortable managing multiple priorities.

• SJP experience
• Knowledge of relevant financial services regulation and legislation.
• Experience with Voyant, DocuSign, or SJP systems.
• A proactive approach to learning and professional level

• Highly motivated, ambitious, and goal-oriented
• Excellent communication and interpersonal skills
• Strong organisational and time management abilities
• Ability to explain complex information clearly
• High level of discretion and professionalism
• Comfortable working independently and managing your own development
• Strong IT skills (MS Office, Excel, CRM/back-office systems)

• £30,000-£35,000 basic salary depending on experience
• 24 days holidays, increasing each year
• Birthday day (paid day off)
• 5% matched Employer Pension Contribution
• Medicash health care plan
• Life Assurance policy
• Income Protection policy
• Regular company social events
• This role is office based, however we offer remote working on a Friday