Technical Administrator - Four Squared : Job 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 .