Technical Administrator

Technical Administrator
  • £19,000 - £23,000 per Annum
  • Permanent
  • Lincoln, Lincolnshire, England Lincoln Lincolnshire LN1 1UH
Job Ref: 172961
Sector: Administrators
Date Added: 19 February 2021


£19,000 - £23,000 DOE

Location - Lincoln

A unique permanent full-time opportunity to join an expanding superb Wealth Management organisation based in Lincoln.


To support the business, Paraplanner and Financial Planners in delivering an excellent service to clients.


The successful candidate will have a proven track record working within a financial planning environment.

  • Handling administration related queries on behalf of Paraplanners
  • Assisting the Paraplanners with preparation for client meetings
  • Creating and maintaining client files to the required compliance standards
  • Sending letters of authority and gathering accurate information as per advice process
  • Producing portfolio valuations as requested by Paraplanners
  • Checking accuracy and completeness of documents before processing/submission including anti-money laundering requirements
  • Checking policy documents and contracts notes
  • Accurately recording fees
  • Maintaining the client portal
  • Filtering financial planners information
  • Ensuring all fund switches, rebalances and other transactions are carried out accurately
  • Maintaining Excel spreadsheets
  • Completing timesheets
  • Understanding and adhering to the Financial Conduct Authority Tier 1 Conduct rules
  • Identifying and escalating issues to the Money Laundering Reporting Officer


A proven track record working within a financial planning environment

  • Advanced Microsoft Word, Excel, and Outlook
  • Knowledge of financial services products and the basic compliance requirements
  • Good communicator both verbally and written with a pleasant telephone manner and numerate
  • Highly organised, methodical and disciplined
  • Self motivated
  • Able to work under pressure and working to deadlines

To apply for this position please click on the below link

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

21/03/2021 15:52:10
GBP 19000.00 23000.00 Annum

Submitting application, please wait..