Our Client offers a boutique Wealth Management proposition service and provide bespoke Financial Advice to High-Net-Worth individuals and businesses. A rare and exciting opportunity is now available for a Senior Technical Administrator to join a growing Firm who with a strong reputation in the market. The successful candidate will be required to provide technical support and report writing services to advisers in accordance with compliance procedures and regulatory requirements. Responsibilities o Create research reports on behalf of the adviser to compare product providers o Create product illustrations as required o Research funds to be recommended o Prepare risk profiling reports and/or matched fund list to demonstrate suitability of funds o Prepare documentation to be presented to the client by the adviser in the advice process o Ensure that cases requiring pre-approval are submitted in a timely fashion and confirmation to proceed is obtained o Ensure that client documentation is signed and dated appropriately o Scan client file documentation onto the back-office system in accordance with guidelines o Draft suitability reports in accordance with compliance guidelines o Respond to advice file check requests as required o Liaise with Business Quality Control Team regarding outstanding documentation o Update diary system with future tasks /activities to be completed o Continued Personal Development o Any other responsibility as requested by your team leader or senior management Skills and Experience Essential o Ability to work under own initiative and as part of a team o Excellent understanding of the client advice process o Excellent understanding of compliance file documentation o IT literate o Ability to work under pressure Desirable o Excellent written and verbal communications o Good interpersonal and influencing skills o QC Level 4 qualifications