Technical Administrator

We are a Wealth Management practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management.

**The Job**:
Location: Beckenham (South East London) - Office based position

**Your duties will include**:
Technical Administrator/Junior Paraplanner - Wealth Management
- Issuing letter of authorities (LOAs) to providers
- Chasing financial institutions to provide requested information
- Writing client annual review letters, fund switch letters & other compliance letters
- Preparing client files for meetings
- Responding to client enquiries, liaising with third parties
- liaising with Administration Centres and Paraplanners
- Drafting and proof-reading documents, including client correspondence, illustrations etc
- Using Salesforce the company CRM system to adhere to all compliance requirements
- Maintaining and accurately updating the back office systems with client data - using it to effectively manage the business workflow
- Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
- Processing Business and chasing through to completion
- Processing Application forms
- Manage business pipeline
- Manage case tracking
- Maintain the compliance requirements of the business - Ensure business and client files are fully compliant

**What’s needed to be considered**
- Previous experience in a Financial Planning Administrator role
- Professional communication manner, both written and verbally
- Strong knowledge of investments and pensions
- Financial Services qualifications are desired
- **In return we offer**:

- Company pension
- Friendly and positive working environment
- Competitive salary
- 25 days holiday plus bank holiday
- Other adhoc benefits the Director provides throughout the year

**Salary**: £20,000.00-£32,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

Ability to commute/relocate:

- Beckenham: reliably commute or plan to relocate before starting work (preferred)

Application question(s):

- Do you live local to the Bromley/Beckenham area?
- Have you previously worked as an Administrator or Similar role for any St. James's Place Wealth Management Practice?
- Have you worked as an Administrator for an IFA/Independent Financial Advisers?

**Experience**:

- Financial Administrative: 1 year (required)

Work Location: In person

Reference ID: Wealth Management Administrator