Technical Administrator

2 months ago

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

**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.

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