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Technical Administrator - Burgess Hill, Burgess Hill
Location: Burgess Hill, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Reference:
a43a960e9cba
Job Views:
28
Posted:
20.06.2025
Expiry Date:
04.08.2025
Job Description:
Technical Administrator - Burgess Hill
Our client is seeking a Technical Administrator for their IFA firm based in Burgess Hill. The ideal candidate will have experience working autonomously within a high-performing team.
Accountabilities
* Client servicing and meeting preparation, including attending meetings, note-taking, and follow-up actions.
* Use systems to submit new business, obtain client information, and prepare application forms.
* Liaise with providers for applications and requirements.
* Assist with trades, portfolio rebalancing, and closing plans on Intelligent Office.
* Handle complex client queries and prepare financial models and suitability letters.
* Work under pressing deadlines, sometimes beyond standard hours.
Correspondence and Client Files
* Maintain accurate client information on Salesforce and ensure client agreements are signed and stored.
* Organize electronic files and manage follow-up tasks.
Compliance
* Ensure FCA and internal compliance, confidentiality, and proper documentation.
* Follow anti-money laundering, GDPR, and risk profiling procedures.
General Administration
* Organize meetings, produce management information, and handle ad-hoc administrative tasks.
Experience and Qualifications
* At least 5 years’ experience in a relevant financial services role with high net worth clients.
* Proficiency in Salesforce and Microsoft Office, especially Excel.
* Excellent communication and attention to detail.
* Understanding of FCA rules and industry qualifications are advantageous.
Personal Attributes
* Ability to meet deadlines, work under pressure, and prioritize tasks effectively.
* Customer-focused, proactive, professional, and punctual.
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