Technical Administrator

1 week ago

Cardiff, United Kingdom Burgh Recruitment Full time

Technical Administrator – Financial Services

Location - Cardiff

Salary - Highly Competitive + Bonus

Hours - Full-time


A unique opportunity has arisen for a Technical Administrator to join a highly successful specialist Cardiff based Practice, who are an Appointed Representative of St. James Place Plc


You will be supporting the Financial Planning Manager and the private and corporate clients of the Practice, including SME business owners, professional sportspeople and exiting business owners.

Key responsibilities are to ensure the support provided both externally and internally is of, and to the highest level.


The role will include of some basic/low level Paraplanning along with administrative duties. You will be a point of contact for clients and third parties dealing with general enquiries. You will be responsible for business submission using bespoke software.


You will be preparing letters, presentations and reports for Client Review meetings, creating individualised Client reports including analysis of investment performance

Completion of critical yield, annual allowance, and carry forward calculations.


Technical Administrator requirements:

  • You should be an experienced Technical Administrator with great report writing / technical skills
  • You will have proven experience of working within a Wealth Management or Financial Services environment. St. James’s Place experience is desirable but not essential.
  • Level 4 Diploma is desirable but not required if you have good previous experience in a similar role
  • You will have experience of Life, Pension and Investment products
  • You have excellent IT and communication skills, are highly organised and can make decisions
  • Ideally, you have used the CRM Salesforce


St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High-Net-Worth client base.


SJP has funds under management in excess of £184.4bn. This business Is well established and highly successful.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

  • Technical Administrator

    6 months ago

    Cardiff, United Kingdom Aldermore Bank PLC Full time

    **Let us tell you a bit about us** We're one of the largest lenders in the UK used car finance market. We’ve specialised in motor finance for over 40 years, and are recognised as one of the best car finance providers in the industry. We’re part of the Aldermore Group, which includes Aldermore Bank plc. With our range of specialist mortgages, savings...

  • Technical Administrator

    1 week ago

    Cardiff, United Kingdom Burgh Recruitment Full time

    Technical Administrator – Financial Services Location - Cardiff Salary - Highly Competitive + Bonus Hours - Full-time A unique opportunity has arisen for a Technical Administrator to join a highly successful specialist Cardiff based Practice, who are an Appointed Representative of St. James Place Plc You will be supporting the Financial Planning Manager...

  • Technical Administrator

    2 weeks ago

    Cardiff, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Technical Administrator – Financial Services Location - Cardiff Salary - Highly Competitive + Bonus Hours - Full-time A unique opportunity has arisen for a Technical Administrator to join a highly successful specialist Cardiff based Practice, who are an Appointed Representative of St. James Place Plc You will be supporting the Financial Planning Manager...

  • Technical Administrator – Financial Services

    2 weeks ago

    Cardiff, United Kingdom CV-Library Full time

    Technical Administrator – Financial Services Location - Cardiff Salary - Highly Competitive + Bonus Hours - Full-time A unique opportunity has arisen for a Technical Administrator to join a highly successful specialist Cardiff based Practice, who are an Appointed Representative of St. James Place Plc You will be supporting the Financial Planning...

  • Technical Administrator

    1 week ago

    Cardiff, United Kingdom Burgh Recruitment Full time

    Technical Administrator – Financial ServicesLocation - CardiffSalary - Highly Competitive + BonusHours - Full-timeA unique opportunity has arisen for a Technical Administrator to join a highly successful specialist Cardiff based Practice, who are an Appointed Representative of St. James Place PlcYou will be supporting the Financial Planning Manager and the...

  • Technical Administrator

    1 day ago

    Cardiff, United Kingdom Burgh Recruitment Full time

    Technical Administrator – Financial Services Location - Cardiff Salary - Highly Competitive + Bonus Hours - Full-time A unique opportunity has arisen for a Technical Administrator to join a highly successful specialist Cardiff based Practice, who are an Appointed Representative of St. James Place Plc You will be supporting the Financial Planning...

  • Technical Administrator

    1 week ago

    Cardiff, United Kingdom Burgh Recruitment Full time

    Technical Administrator – Financial ServicesLocation - CardiffSalary - Highly Competitive + BonusHours - Full-timeA unique opportunity has arisen for a Technical Administrator to join a highly successful specialist Cardiff based Practice, who are an Appointed Representative of St. James Place PlcYou will be supporting the Financial Planning Manager and the...

  • Technical Administrator

    7 days ago

    Cardiff, United Kingdom Burgh Recruitment Full time

    Job Description Technical Administrator – Financial Services Location - Cardiff Salary - Highly Competitive + Bonus Hours - Full-time A unique opportunity has arisen for a Technical Administrator to join a highly successful specialist Cardiff based Practice, who are an Appointed Representative of St. James Place Plc You will be supporting the...

  • Technical Administrator

    21 hours ago

    Cardiff, United Kingdom Burgh Recruitment Full time

    Technical Administrator – Financial Services Location - Cardiff Salary - Highly Competitive + Bonus Hours - Full-time A unique opportunity has arisen for a Technical Administrator to join a highly successful specialist Cardiff based Practice, who are an Appointed Representative of St. James Place Plc You will be supporting the Financial Planning...

  • Technical Administrator

    1 week ago

    Cardiff, United Kingdom Burgh Recruitment Full time

    Technical Administrator – Financial ServicesLocation - CardiffSalary - Highly Competitive + BonusHours - Full-timeA unique opportunity has arisen for a Technical Administrator to join a highly successful specialist Cardiff based Practice, who are an Appointed Representative of St. James Place PlcYou will be supporting the Financial Planning Manager and the...

  • Administrative Support Coordinator

    3 weeks ago

    Cardiff, Cardiff, United Kingdom Rise Technical Recruitment Limited Full time

    About the RoleRise Technical Recruitment Limited is seeking a highly skilled Administrative Support Coordinator to join our team. This role will be responsible for providing administrative support to our service advisors and maintaining accurate records and databases.

  • Technical Administrator

    2 weeks ago

    Cardiff, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Technical Administrator – Financial ServicesLocation - CardiffSalary - Highly Competitive + BonusHours - Full-timeA unique opportunity has arisen for a Technical Administrator to join a highly successful specialist Cardiff based Practice, who are an Appointed Representative of St. James Place PlcYou will be supporting the Financial Planning Manager and the...

  • Technical Administrator

    1 day ago

    Cardiff, United Kingdom Burgh Recruitment Full time

    Technical Administrator – Financial Services Location - Cardiff Salary - Highly Competitive + Bonus Hours - Full-time James Place Plc You will be supporting the Financial Planning Manager and the private and corporate clients of the Practice, including SME business owners, professional sportspeople and exiting business owners. You will be...

  • Technical Waste Administrator

    6 months ago

    Cardiff, United Kingdom Forward Waste Mangement Limited Full time

    We are currently recruiting for a Technical Waste Administrator to join our busy and fast-paced operations team at our Hazardous Waste Transfer Station. This is a fantastic opportunity to join our growing team for a company that has is able to offer a long term career by supporting your personal development. The majority of your work will be conducted on...

  • Technical Administrator

    6 months ago

    Cardiff, United Kingdom Shield Environmental Services Full time

    Shield Fire & Security Services has grown steadily over the past few years and has constantly adapted to meet the demands and changing practices of our sectors. An exciting opportunity has become available to be part of Shield Fire & Security, as we have a full-time opening working across Access Control, CCTV, Fire Systems and Intruder Alarms. Experience in...

  • Aircraft Component Administrator

    2 days ago

    Cardiff, Cardiff, United Kingdom ARM Full time

    Job Title: Aircraft Component AdministratorAt ARM, we are seeking a highly skilled Aircraft Component Administrator to join our Special Process and Repair Engineering team. This is a 6-month contract role with a competitive salary of £26 per hour, paid through an umbrella company.As an Aircraft Component Administrator, you will be responsible for taking on...

  • Administrative Professional

    4 weeks ago

    Cardiff, Cardiff, United Kingdom Network Rail Full time

    About this role: At Network Rail, we are seeking an Administrative Professional to provide technical and administrative support to the lead manager and their team. The successful candidate will be responsible for analysing and presenting data to support recommendations, as well as carrying out upkeep and review of publications, data, records, logs,...

  • Technical Support Specialist

    2 days ago

    Cardiff, Cardiff, United Kingdom ARM Full time

    About the Role:We are looking for a Technical Support Specialist to work within our Special Process and Repair Engineering team. This is a 6-month contract role with a competitive salary of £26 per hour, paid through an umbrella company.As a Technical Support Specialist, you will provide technical support and guidance to the team, including coordinating...

  • Administration Officer

    6 months ago

    Cardiff, United Kingdom Brite Recruitment Full time

    **ADMINISTRATION OFFICER** **CARDIFF / HYBRID** **£23,500 PRO RATA** **TEMP TO PERM 6 MONTH FTC** We have a great opportunity for an enthusiastic individual to work as an Administration Officer on a full-time, temp to perm contract. Our client is a worldwide distributor of products, services, and supplies for the healthcare sector. As a Customer...

  • Administration Assistant

    6 months ago

    Cardiff, United Kingdom Brite Recruitment Full time

    **ADMINISTRATION ASSISTANT** **CARDIFF / HYBRID** **£23,500 PRO RATA** **TEMP TO PERM 6 MONTH FTC** We have a great opportunity for an enthusiastic individual to work as an Administration Assistant on a full-time, temp to perm contract. Our client is a worldwide distributor of products, services, and supplies for the healthcare sector. As a Customer...