![Burgh Recruitment Ltd (Financial Services)](https://media.trabajo.org/img/noimg.jpg)
Technical Administrator
2 months ago
**Location**: Cheltenham office based, hybrid post 3-month probation
**Full time**: 35 hours however 28 hours per week may be considered
**Salary**: Highly competitive plus the potential of 10% annual bonus and employee benefits.
Working as part of the team at an Appointed Representative of St. James’s Place Plc.
An excellent opportunity has arisen for a professional and experienced Financial Services Administrator to work within a highly successful St. James’s Place Partner Practice.
You will be based in Cheltenham, writing suitability letters and processing investments, in respect of the business generated by the Financial Advisers within the Practice. This Partner is well established and highly successful.
**The Role**: Technical Administrator - Financial Services
As a Technical Administrator you will be working for several busy Financial Services Wealth Managers and your role will include:
Checking the completion of confidential financial reviews (CFR's)
Collating client information
Preparing suitability letters and illustrations
Managing the administration of Pension and Investment products through to completion
Working with internal processing systems, you will be given full training on the relevant IT systems
Ensuring that the business obtained is being processed compliantly and in a timely way
Liaising with third parties on a daily basis
You will have the opportunity to progress within the SJP Accreditation framework and attain professional CII qualifications.
**The Person**: Technical Administrator
This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who is highly organised, enjoys using their initiative and who has a ‘can do’ working style.
It is essential that you are a self-starter and happy working with little or no supervision
Ideally, you have been working for an IFA or in a Wealth Management environment
You may hold the Level 4 Dip PFS qualification or are working towards obtaining it
Alternatively, you may be FPC qualified or have significant experience working in administration
Ideally you have used a client relationship management system such as Salesforce
Ideally but not essential, you may have experience of the administration of Pension and Investment products
You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion
St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 £150bn.
-
Technical Administrator
3 months ago
Cheltenham, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Technical Administrator** **Location: Cheltenham (GL50)** **Salary: Highly competitive with potential for 10% annual bonus, plus income protection, critical illness and death in service employee benefits** **Hours: Full time** Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for...
-
Technical Controller
2 months ago
Cheltenham, United Kingdom I2I Recruitment Full time**Technical Controller** **Cheltenham** **Up to £35,000** My Cheltenham based financial services client is going through exciting growth, and they’re now looking to strengthen their management team. Your primary responsibility is to ensure the smooth running of a multi-client team providing Claims handling, claims administration, Reinsurance Recoveries...
-
Insurance Administrator
4 months ago
Cheltenham, United Kingdom Travail Employment Group Full timeWe have an exciting opportunity to join a Global Business in the heart of Cheltenham in their Administration support team.Introduction As an Insurance Technician in our client's Operations Team, you will be an integral part of our high performing team based out of our Cheltenham office. Your role will involve providing efficient, effective and expert...
-
Insurance Administrator
2 months ago
Cheltenham, United Kingdom Travail Employment Group Full timeWe have an exciting opportunity to join a Global Business in the heart of Cheltenham in their Administration support team.Introduction As an Insurance Technician in our client's Operations Team, you will be an integral part of our high performing team based out of our Cheltenham office. Your role will involve providing efficient, effective and expert...
-
Project Administrator
4 weeks ago
Cheltenham, United Kingdom RE People Full timeIMMEDIATE OPPORTUNITY TEMP - PERM PROJECT ADMINISTRATOR MONDAY - FRIDAY £12.80PH MUST DRIVE OFFICE BASED We are looking for a Project Administrator to join our Cheltenham based client. Based within the energy sector partnering with major clients you will be assisting with back office support and helping with administrative tasks within the...
-
Insurance Administrator
4 weeks ago
Cheltenham, United Kingdom Travail Employment Group Full timeWe have an exciting opportunity to join a Global Business in the heart of Cheltenham in their Administration support team.Introduction As an Insurance Technician in our client's Operations Team, you will be an integral part of our high performing team based out of our Cheltenham office. Your role will involve providing efficient, effective and expert...
-
Insurance Administrator
4 months ago
Cheltenham, United Kingdom Travail Employment Group Full timeWe have an exciting opportunity to join a Global Business in the heart of Cheltenham in their Administration support team.Introduction As an Insurance Technician in our client's Operations Team, you will be an integral part of our high performing team based out of our Cheltenham office. Your role will involve providing efficient, effective and expert...
-
Insurance Administrator
2 weeks ago
Cheltenham, United Kingdom Travail Employment Group Full timeWe have an exciting opportunity to join a Global Business in the heart of Cheltenham in their Administration support team.Introduction As an Insurance Technician in our client's Operations Team, you will be an integral part of our high performing team based out of our Cheltenham office. Your role will involve providing efficient, effective and expert...
-
Insurance Administrator
4 weeks ago
Cheltenham, United Kingdom Travail Employment Group Full timeWe have an exciting opportunity to join a Global Business in the heart of Cheltenham in their Administration support team.If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.Introduction As an Insurance Technician in our client's Operations Team, you will be an integral part of...
-
Insurance Administrator
4 weeks ago
Cheltenham, United Kingdom Travail Employment Group Full timeWe have an exciting opportunity to join a Global Business in the heart of Cheltenham in their Administration support team.If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.Introduction As an Insurance Technician in our client's Operations Team, you will be an integral part of...
-
Project Administrator
4 weeks ago
Cheltenham, United Kingdom RE People Full timeIMMEDIATE OPPORTUNITYTEMP - PERMPROJECT ADMINISTRATOR MONDAY - FRIDAY £12.80PHMUST DRIVEOFFICE BASEDWe are looking for a Project Administrator to join our Cheltenham based client. Based within the energy sector partnering with major clients you will be assisting with back office support and helping with administrative tasks within the technical team. A...
-
Insurance Administrator
2 months ago
Cheltenham, United Kingdom Travail Employment Group Full timeWe have an exciting opportunity to join a Global Business in the heart of Cheltenham in their Administration support team.Introduction As an Insurance Technician in our client's Operations Team, you will be an integral part of our high performing team based out of our Cheltenham office. Your role will involve providing efficient, effective and expert...
-
Administrator
3 months ago
Cheltenham, United Kingdom Travail Employment Group Ltd Full timeAs a Administrator in our Operations Team, you will be an integral part of our high performing team based out of our Cheltenham office. Your role will involve providing efficient, effective and expert administrative support to the Technical Team and Broking Divisions, in line with compliance, FCA and internal audit guidelines. Our defined career pathways...
-
Financial Services Administrator
1 month ago
Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full timeExciting opportunity for a motivated and detail-oriented Financial Services Administrator at a leading Wealth Management firm. Structured career development with study support and hybrid working available.Provide detailed administration support to technical team, focusing on client transfers and transactional processes.Build strong working relationships with...
-
System Administrator
3 months ago
Cheltenham, United Kingdom Noriker Power Ltd Full timeSystem Administrator **About Us**: Noriker Power develops and optimises rapid response power systems. We deliver services, such as frequency control and stability to National Grid, and power flexibility to market participants. Through innovation and a strong motivation to protect the environment, Noriker has grown into a vertically integrated developer and...
-
Sales Administrator
2 months ago
Cheltenham, United Kingdom PKL Group Full time**The Company** PKL, a division of Lowe Rental, is the leading commercial catering equipment and cloud kitchen supplier to both public and private sector clients across the globe. With over 30 years’ experience, our unique culture is built on people, from motivating and developing our highly talented team, to truly listening to and delivering against our...
-
Technical Records Clerk
3 months ago
Cheltenham, United Kingdom RGV Aviation Full time**Aircraft Technical Records Clerk** - Previous experience with Aviation Technical Records / Services essential. - Knowledge and understanding of Aviation Technical Records procedures and administration is essential. - Excellent attention to detail. - Excellent numeracy and literacy skills. - A working knowledge of: Part 145; Part M & understanding of Part...
-
Sales Administrator
3 months ago
Cheltenham, United Kingdom Brave Human Capital Group Ltd Full time**Sales Administrator | Job Description** **£27k-£35k** **Blended Working (3 days a week based in Cheltenham UK Office)** **Ref: R00134** **Overview** VoCoVo is a leading telecommunications specialist whose technology is used by thousands of people around the world daily, and we have a top 10 ranking in the ‘Sunday Times Tech Track 100’. We are...
-
Medication Administrator
3 months ago
Cheltenham, United Kingdom National Star Full timeAre you looking for a rewarding administration role that supports the health and wellbeing of young people with disabilities? Are you looking for a part time role that is either term time only or all year round? Join National Star’s team and help us manage medication ordering and stock control, for a wide range of students and residents. We have 3 roles...
-
Administrator
3 months ago
Cheltenham, United Kingdom DataSource Computer Employment Ltd Full time**We are looking to bring on new talent to be a part of our success story! If you are looking to progress your career in the Recruitment industry, we want to hear from you!** Datasource have just celebrated our 40th Birthday and are IIP Platinum accredited meaning with Invest in our People and develop careers. Only 2% of companies globally earn IIP...