Technical Administrator

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 & Submissions * Prepare 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 Experience & Knowledge * 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)