Technical Administrator
5 days 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
5 days ago
Cheltenham, United Kingdom Milestone Infrastructure Full time**Technical Administrator** As a Technical Administrator you will be part of our Street Lighting Team who are responsible for the overall delivery and performance of the Gloucester County Council Street Lighting Contract. **Key Responsibilities**: - Support the team in Conversion of Pipeline within Term Maintenance Contract - Assist with Conversion of...
-
Technical Administrator
1 month ago
Cheltenham, United Kingdom Burgh Recruitment Limited Full timeTechnical 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. Jamess Place Plc.An excellent opportunity has arisen for a professional and...
-
Technical Administrator
1 month ago
Cheltenham, United Kingdom Burgh Recruitment Limited Full timeTechnical Administrator Check below to see if you have what is needed for this opportunity, and if so, make an application asap.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...
-
Technical Administrator
1 month ago
Cheltenham, United Kingdom Burgh Recruitment Limited Full timeTechnical 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. Jamess Place Plc. An excellent opportunity has arisen for a professional and...
-
Technical Administrator
3 days ago
Cheltenham, United Kingdom Ontic Full timeOntic is the leading global provider of OEM-pedigree parts, MRO Services and serviceable parts for legacy aerospace platforms. We continue to enjoy success and to support our ambitious growth plans we are looking for a Technical Administrator to join our Configuration & Change Management team based in Bishops Cleeve, Cheltenham. What you’ll be...
-
Technical Administrator
7 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 Administrative Assistant
7 days ago
Cheltenham, Gloucestershire, United Kingdom Anderson Recruitment Full timeAbout the RoleAs an Insurance Technician, you will be responsible for providing efficient, effective, and expert administrative support to the Technical Team and Broking Divisions. Your key responsibilities will include document creation, data entry, management information, treaty accounts processing, documentation checking, claims, and premium processing.
-
Technical Administrator
1 month ago
Cheltenham, United Kingdom Burgh Recruitment Limited Full timeTechnical 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. Jamess Place Plc.An excellent opportunity has arisen for a professional and...
-
Technical Administrator
2 months ago
Cheltenham, United Kingdom CV-Library Full timeTechnical 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 a...
-
Technical Records Administrator
5 days ago
Cheltenham, United Kingdom RGV Aviation Full timeA Technical Records Administrator is required to help to provide support at RGV Aviation which is the largest General Aviation light aircraft maintenance company in the UK. Responsibilities include maintaining and updating technical records libraries, computerised maintenance control records and creation of maintenance work packs. You will be a good...
-
Technical Administrative Support Specialist
4 days ago
Cheltenham, Gloucestershire, United Kingdom Glos Full timeWe are seeking a Technical Administrative Support Specialist to join our Cheltenham team. As an Insurance Technician, you will provide expert administrative support to the Technical Team and Broking Divisions.Responsibilities:Creating and maintaining accurate records and documents using standard templates.Entering and managing data on relevant systems,...
-
Administrative Coordinator
2 weeks ago
Cheltenham, Gloucestershire, United Kingdom Burgh Recruitment Limited Full timeJob OverviewBurgh Recruitment Limited is currently seeking a Technical Administrator to join their team.Key ResponsibilitiesThe successful candidate will be responsible for:Providing administrative support to the team, including data entry, filing, and record-keepingAssisting with the implementation of new systems and processesDeveloping and maintaining...
-
Technical Administrator
6 days ago
Cheltenham, United Kingdom I2I Recruitment Full time**Responsibilities**: - Input into administration of the safety and quality systems - Compile documentation for raw materials, finished products and in customer formats - Liaise with customers and suppliers to build and maintain good working relationships - Customer service duties will include taking and sending product samples and answering enquiries...
-
Salesforce Administrator
1 day ago
Cheltenham, United Kingdom Opus Recruitment Solutions Ltd Full time**Salesforce Administrator** **Salary - £35,000-40,000** **Cheltenham - (Fortnightly)** A highly ethical company are looking for an experienced Salesforce Administrator to join their team and have the opportunity to work on the latest Salesforce Technology! The Role: - Work with a small team of experienced Administrators and Developers to deliver...
-
Service Administrator
3 days ago
Cheltenham, United Kingdom RE Recruitment Full timeService Administrator required for my client on an initial 4 month contract (likely to extend or go permanent), a global leader in the manufacture and provision of temporary structures and equipment to a range of sectors. Responsibilities of the Service Administrator: - Coordinating and providing administrative support for PPM (planned Preventative...
-
Technical Specialist
3 days ago
Cheltenham, United Kingdom i2i Recruitment Full timeAbout the Job:This exciting opportunity has arisen for a skilled Insurance Administrator to join our global client's Insurance broking team. As a Technical Specialist - Insurance, you will play a vital role in providing administrative support to the technical teams and broking divisions.Job Description:Provide effective administrative support to the...
-
Support Administrator
3 days ago
Cheltenham, United Kingdom Omega Resource Group Limited Full time**Position: Support Administrator** **Location: Cheltenham** **Shift Pattern: Day Shift** **Employment type: Permanent** **Position - Support Administrator** The Support Administrator is responsible for providing technical administrative support to the Support Services department. **Responsibilities - Support Administrator** - Managing customer queries...
-
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
3 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
6 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...