Technical Support Administrator


Technical Support Administrator

We are looking for a Technical Support Administrator to join our busy team in Altrincham. This is a vital role, providing comprehensive and professional administrative support to our Paraplanning Team. 

Duties include:

  • Provide administrative support to the Paraplanning team by gathering the relevant information from product providers
  • Preparing suitability reports for the advisers in advance of client meetings/to issue in the post
  • Send letters of authority to product providers
  • Complete data harvest on different types of product to a consistent standard
  • Update Know Your Client (KYC) ‘fact find’ information on Intelligent Office
  • Ensuring the completion of all electronic new business building and illustration creation associated with the reports in an accurate and timely manner

Skills required:

  •  A good understanding of the financial planning process
  •  A good understanding of the main financial products and the data required by paraplanners and advisers to analyse their ongoing suitability for clients

We are interested in candidates who have already started the CII qualifications:

  • CF1 UK Financial Services, Regulation & Ethics (Level 3)
  • LP2 Financial Services Products & Solutions (Level 3)
  • R05 Financial Protection (Level 3)
  • FA1 – Life Office Administration (Level 3)

Why work for LIFT? 

  • Discretionary annual bonus
  • 23 days holiday, plus bank holidays, plus a bonus day off for your birthday
  • Holidays increase with the length of service – 24 days after 3 years, 25 after 5 years
  • Option to buy or sell up to 5 days additional days holiday via salary sacrifice
  • Flexible working hours between 7 am and 6 pm – we all have busy personal lives
  • Permanent Health Insurance
  • 5% employer/3% employee pension contribution – plus 50% employer NI saving too
  • 4 x Death in Service

The ‘bonus’ extras…

  • Full CII study support (we’ll support you with all the costs, study leave and exam day leave)
  • Exam pass bonus of £10.00 per CII credit 
  • Quarterly staff recognition and rewards

If this fantastic job opportunity is something you would be interested in applying for or you have any questions about this role, please give us an email: recruitment@lift-financial.com

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