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Openwork Services Limited
Aldermaston
Role: Senior Technical Administrator Location: Aldermaston, Reading Salary £27k to £32k We are recruiting for one of our successful partnership businesses based in Aldermaston in Reading. Due to growth and expansion, they are looking for an experienced Senior Technical Administrator to join their administration team. This role will focus on pr
Job Source: Openwork Services LimitedOpenwork Services Limited
Aldermaston, West Berkshire
Role: Senior Technical Administrator Location: Aldermaston, Reading Salary £27k to £32k We are recruiting for one of our successful partnership businesses based in Aldermaston in Reading. Due to growth and expansion, they are looking for an experienced Senior Technical Administrator to join their administration team. This role will focus on pr
Job Source: Openwork Services LimitedOxby and Parke Recruitment
High Wycombe
The Company An established vehicle renting business who are based in Beaconsfield , are looking for an experienced Administrator to join their busy Fleet Team. This role is offered on a full time 12-month contract to cover maternity leave. The Role A busy role which focusses on the return of vehicles that have approached the end of their lea
Job Source: Oxby and Parke RecruitmentReed
Slough
Administrator - FULL OR PART TIME ROLE Location: Near to Slough Salary: £23,000 - £25,000 FTE We are seeking a dedicated Administrator to manage administrative and financial duties for a family-run day nursery chain. This role is vital in ensuring the smooth operation of our nurseries, including maintaining relationships with children and famil
Job Source: ReedReed
Slough
Administrator - FULL OR PART TIME ROLE Location: Near to Slough Salary: £23,000 - £25,000 FTE We are seeking a dedicated Administrator to manage administrative and financial duties for a family-run day nursery chain. This role is vital in ensuring the smooth operation of our nurseries, including maintaining relationships with children and famil
Job Source: ReedBucks and Berks Recruitment
Marlow
This is a great opportunity for a Senior Administrator, seeking a temporary assignment for six months. You will be responsible for supporting in account management and sales administration, and the coordination of customer documentation and management of information. You will be working for our client, who are based in Marlow. This role is a part-t
Job Source: Bucks and Berks RecruitmentTiffanys Wealth Management Ltd
Farnham, Surrey
TIFFANYS WEALTH MANAGEMENT LTD Financial Services Senior Administrator Position Description Financial Administration including Team Leader/Management duties with a potential to progress into Technical Associate role Team Leader/Management experience essential Person Description Must be extremely Organised and able to multitask. Must have strong c
Job Source: Tiffanys Wealth Management LtdIsio
Reading
We’re growing and we want you to be part of our journey. Senior Pensions Administrator At Isio, our purpose is to create better outcomes for our people, our clients and society. We are a people-first business and we’re committed to helping our colleagues gain a wide variety of experience, significant development opportunities and progression thr
Job Source: IsioReading
Role: Senior Technical Administrator
Location: Aldermaston, Reading
Salary £27k to £32k
We are recruiting for one of our successful partnership businesses based in Aldermaston in Reading.
Due to growth and expansion, they are looking for an experienced Senior Technical Administrator to join their administration team.
This role will focus on providing effective administrative support to their Financial Planning advisers to ensure a high-quality service is delivered to their clients.
Duties and Responsibilities to include but not limited to
Provide technical and admin support to the financial advisers.
Maintain regular communication with financial advisers throughout and support in the advice journey
Product provider liaison
Obtain valuations, quotations, illustrations and supporting documentation in preparation for and following client meetings.
Produce suitability reports for personalising and sign off by the adviser
To administer the submission and processing of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance.
To manage ad hoc client administration requests including elements such as withdrawals, fund switches, changes of address, requests for documentation etc.
This is a varied and interesting role, within the back-office function of the business, to work as part of the existing central Administration Team, offering a warm and friendly team atmosphere.
Knowledge and skills Required
A high level of experience in an administrative role based in a Financial Advice business or the Financial Services Industry
An understanding of the Financial Services market, the role of a Financial Adviser and the advice process
Excellent technical knowledge of financial services products
Experience in pensions and investments is essential
Strong background in client and product administration
Strong communication skills - both written and verbal
Experience across a range of platforms - desirable
Experience with cashflow modelling - desirable
High level of proficiency with Microsoft 365 - in particular Word, Excel and Outlook
You will
Have a strong personal work ethic
Have the ability to work to deadlines
Have strong organisational skills
Be a proactive team player but with ability to work on own initiative.
Reports to: Practice Manager
What’s on offer:
Holiday - 30 days (including bank holidays)
Pension
PMI (Bupa)
4 x Death in service
Free on-site parking
If you are a driven, experienced administrator in the financial advice area, looking to continue a career within a growing business that will invest, develop and support you then please apply below for a conversation with our recruitment managers.
Email Alert for Senior Technical Administrator jobs in Reading
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