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Technical Assistant

Witney, Oxfordshire
£26,000 to £28,000
Job Type
8 Sep 2022
Technical AssistantNorth Leigh£26,000 - £28,000

The Burford Recruitment Company are delighted to be working with a leading Wealth Management Company to find Technical Assistant to join their busy team and to assist in providing administrative and technical support to Paraplanners within the business.

Duties will include:
  • Supporting the Paraplanner(s) in research and analysis to meet Client needs and objectives
  • Supporting the Paraplanner(s) in the implementation of new business
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
  • Contributing to the smooth running of the technical administrative function within the business
  • Promoting the profile of the business within the profession and wider communities
  • Continuous professional development to meet regulatory requirements and personal development needs
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.

Ideally you will have a good knowledge of investment, pension and insurance products, strong data management skills, and the ability to interpret, analyse and explain information clearly.

Other key skills include:
  • Analytical thinking, with the ability to understand a situation and derive an intelligent and thoughtful response;
  • An excellent standard of written and verbal communication, delivered professionally, with attention to detail;
  • The ability to empathise and build strong relationships with clients, colleagues, strategic partners and third party providers;
  • Strong communication skills to deliver excellent customer service to clients and third parties by telephone and email; an ability to convey technical details to a non-technical audience;
  • The ability to ensure that data is recorded within internal systems, to maintain accuracy and compliance;
  • Good working knowledge of Intelligent Office, 7IM and Transact would be beneficial;
Benefits include:
  • Competitive Salary
  • Full support with on-going professional training and development
  • Generous company pension
  • Company bonus
  • 23 days holiday + bank holidays
  • Early finish Friday
  • Life insurance
  • Income protection
  • Private medical insurance
  • Regular team building days
  • Free parking
  • Employee discount benefits
  • Flexible working.
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  • Job Reference: 707316083-2
  • Date Posted: 8 September 2022
  • Recruiter: The Burford Recruitment Company Ltd
    The Burford Recruitment Company Ltd
  • Location: Witney, Oxfordshire
  • Salary: £26,000 to £28,000
  • Sector: Primary Industry
  • Job Type: Permanent