Home
Leicester
Investment clerk
Technical Administrator

Technical Administrator

Four Squared

Posted 13 days ago, valid for 4 days

Leicester, Leicestershire LE5 4AA

£30,000 - £37.5 per week

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

The position of Technical Administrator in Financial Services offers a salary of £30,000 and is based in Leicestershire, requiring full-time office attendance.
The role is ideal for candidates with at least 5 years of administration experience, particularly within the financial services sector.
Key responsibilities include processing Letters of Authority, managing adviser diaries, and maintaining compliant client records.
The firm provides a supportive environment with benefits such as 33 days of holiday, a 10% non-contributory pension scheme, and modern office amenities.
Interested applicants are encouraged to send their CV or make a phone inquiry for further details.

Technical Administrator – Financial ServicesSalary: £30,000Location: Leicestershire (Office-Based)Hours: 37.5 hours per week, Mon–Fri, 9am–5pmAre you an experienced Financial Services Administrator looking for a long-term, in-office role where your expertise is truly valued?A well-established and friendly Independent Financial Services firm based in Leicestershire is seeking a Technical Administrator to provide ongoing support to one of their Independent Financial Advisers. This is a full-time, permanent position within a collaborative and professional environment.Key Responsibilities:

Process Letters of Authority (LOAs) and liaise with clients and providers
Prepare appointment packs, valuations, portfolio comparisons, and cash flow data
Action fund switches and complete attitude to risk questionnaires
Manage adviser diary and appointment bookings
Process new business applications and death claims
Produce suitability letters and maintain compliant client records
Communicate professionally by phone, email, and post
Support general admin tasks and attend team meetings and training sessions

What You’ll Bring:

At least 5 years of administration experience
Proficiency in Microsoft Word, Excel, and Outlook
Excellent communication skills and a confident phone manner
Ability to quickly learn new systems (e.g., Xplan/Curo)
Highly organised, detail-focused, and self-motivated
Team-oriented, flexible, and professional in approach

Benefits:

33 days’ holiday (including bank holidays)
Office closure between Christmas and New Year (typically 3 days from allowance – never more)
Generous 10% non-contributory pension scheme (after 3 months)
Optional employee contributions via salary sacrifice
Death in service benefit – 4x salary (after 3 months)
Modern, air-conditioned offices with full kitchen, gym, and free secure parking
Dress-down Fridays
Supportive and inclusive team culture
Structured training support for Trainee Advisers (including study leave and exam fees)

How to apply:If you're interested, please send your CV to or call .

Apply now in a few quick clicks

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Technical Administrator

Finance Assistant - Credit Control

Purchase Ledger Clerk - Immediate Start

Client Manager - Accountancy Practice