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Assistant Technical Administrator - Insurance HNW

  • Location:

    City of London, London

  • Sector:

    Admin & Secretarial

  • Job type:

    Permanent

  • Salary:

    £25000 - £35000 per annum

  • Contact:

    Lisa

  • Contact email:

    fenchurchst.web@brookstreet.co.uk

  • Job ref:

    FEN/448687_1627570410

  • Published:

    3 months ago

  • Expiry date:

    12/08/2021

  • Startdate:

    30/08/21

Job Description

We have just taken this very interesting Technical Administrator role supporting a team of 12 who look after the High Net Worth (HNW) Private Client side of a Lloyds Underwriters

This is a highly knowledgeable established team with a wealth of experience under their belts.

This role is a mix of technical support and business administration - experience within Insurance OR Investment Banking or other FCA regulated company would be ideal. Though extra training will be given

You may well have some experience with KYC/AML

You will have solid IT skills in particular in you will be a very confident Excel user.

It is really important that you have the ability to develop and maintain positive working relationships at all levels.- including with HNW clients -so it is vital that you are an articulate and confident professional communicator too

  • You will be dealing with client fund documentation, using internal bespoke databases, as well as recording and processing client banking instructions through an online platform (there will be a element of KYC/AML checks too)
  • You will record data, provide reports and scan documents.
  • Strong experience of MS Excel is a key requirement too (Vlook-ups, Pivot tables. Sums etc )


The team are friendly and supportive and need someone who is flexible and adaptable to changing levels of workload. There are 2 peak periods in the year when it is 'all hands on deck' - all the team works longer hours at these busy times


If you have some experience and the essential Excel and Communication skills we need then please apply today. This role is available immediately.



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