Role:  Technical Administrator

Salary:  £35,000 per annum

Location:  Knightsbridge 

Permanent | Hybrid (Knightsbridge + Home)

Purpose:

To provide a high‑level technical and administrative support to Advisers, ensuring client files, compliance tasks and technical queries are handled accurately and efficiently. Act as a key contact for clients and external partners to ensure a seamless, timely and compliant service.

Key Responsibilities

Technical & Adviser Support

Provide advanced administrative and technical support on complex client cases.

Liaise with Tax, Technical, Protection and Pension helplines to resolve queries.

Prepare adviser meeting packs including compliance documentation, CFRs, presentations and research.

Maintain accurate, up‑to‑date client files and identification records.

Client Queries & Servicing

Manage ad‑hoc client requests including withdrawals, valuations, surrenders and wealth account updates.

Handle Letters of Authority: creation, chasing providers, logging on Salesforce, and reviewing ceding scheme information.

Support clients with a professional, proactive and relationship‑focused approach.

Compliance & Regulatory Administration

Complete AML, ID&V and documentation checks.

Ensure offshore residences, trusts and vulnerable client records are up to date.

Stay current with regulatory changes, Business Assurance requirements and template updates.

Salesforce & Workflow Management

Ensure all client data, CFRs and advice record information meet Business Assurance standards.

Follow workflow processes and contribute to improvements where needed.

Manage end‑to‑end advice processes, updating advice records across business submissions and annual reviews.

Technical Preparation & SubmissionsPrepare illustrations and submit applications.

Complete Advice Sets accurately and within submission timeframes.

Carry out calculations, analytics, external plan summaries, carry forward reports, Voyant prep and DocuSign tasks.

Project Support

Assist with strategic initiatives and operational projects as required.

Person Specification

Strong administrative experience, ideally in financial services.

Understanding of financial services regulation and processes.

Confident working with CRM systems, especially Salesforce.

Skills & Behaviours

Excellent communication and relationship‑building skills.

Strong client focus with professional telephone manner.

High level of organisation, accuracy and attention to detail.

Ability to manage multiple priorities and remain calm under pressure.

Proactive, positive and adaptable with a problem‑solving mindset.

Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint).