![Burgh Recruitment Ltd (Financial Services)](https://media.trabajo.org/img/noimg.jpg)
Paraplanner - Technical Administrator
2 months ago
Paraplanner - Technical Administrator
Location - Berkswell, CV7
Salary - Highly Competitive + Bonus
Hours - Full-time, hybrid working available
An SJP Partner Practice in Berkswell is looking to appoint an experienced Paraplanner - Technical Administrator to join their growing Private Client Team.
The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
Your role will include checking client financial reviews, collating relevant information and preparing suitability letters, advice sets and illustrations.
You will be your providing technical expertise to facilitate this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions, producing compliant financial planning reports for the Principal Partner to present to clients.
Your responsibilities will focus on the full client journey, including conducting research to source suitable solutions, completing detailed and informative reports and working alongside the Administration team to ensure business is accurately processed and systems are correctly updated.
You will own and manage all cases to completion, liaising extensively with clients throughout the whole process and also attending or hosting client facing meetings when required.
Ultimately, you will always strive to produce well thought out and meaningful client reports that demonstrate your attention to detail and understanding of their needs.
Paraplanner - Technical Administrator Requirements
- You should be an experienced Paraplanner with great administrative and report writing skills
- Level 4 Diploma is desirable but not required if you have good paraplanning experience
- You will have experience of Life, Pension, and Investment products and be confident in managing high value transactions skilfully and efficiently.
- Team fit is important, alongside a positive approach to work/life balance, so you will be like-minded and keen to add value to the business.
- Hybrid working is an option with 2-3 days a week available for WFH
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 £179bn. 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.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
-
Technical Administrator
3 days ago
Solihull, United Kingdom Bell Cornwall Recruitment Full timeTechnical Administrator BCR/AB/11254 6 month FTC Birmingham Business Park, West Midlands Bell Cornwall Recruitment are pleased to be hiring for a technical administrator for a leading construction company on a 6 month interim period at Birmingham Business Park, Birmingham Candidate responsibilities: Digitise existing paper records Digital data...
-
Technical Administrator
3 days ago
Solihull, United Kingdom Bell Cornwall Recruitment Full timeTechnical Administrator BCR/AB/11254 6 month FTC Birmingham Business Park, West Midlands Bell Cornwall Recruitment are pleased to be hiring for a technical administrator for a leading construction company on a 6 month interim period at Birmingham Business Park, Birmingham Candidate responsibilities: Digitise existing paper recordsDigital data...
-
Administrator
3 months ago
Solihull, United Kingdom Hart Recruitment Full timeAre you seeking a part-time position? Are you an organised individual? We are recruiting for an Administrator to join our client working 3 days per week with the potential of the days increasing to 4 days Monday to Friday, working 9:00 am to 5:00 pm. You will be joining an international Training and Consultancy company specialising in Engineering,...
-
IT Systems Administrator
2 months ago
Solihull, Solihull, United Kingdom Hampton School Full timeIT Systems AdministratorFull TimeTo start ASAPThe IT Systems Administrator will be responsible for the Trust's IT systems on a day to day basis, ensuring that they are secure, reliable and that appropriate service levels are maintained. The successful candidate will be accountable for continuously reviewing the school's systems and recommending suitable...
-
Office Administrator
3 months ago
Solihull, United Kingdom HollyField Personnel Full time**Office Administrator** £24,000 - £25,000 **Job Type**: Temporary Maternity Cover Location: Solihull, Birmingham Hours: Monday to Friday 9:00 am to 5:00 pm Our client is seeking a Office Administrator who will provide key support to customers and external sales representatives. **Duties**: - Building relationships with existing and new customers -...
-
Technical Coordinator
2 months ago
Solihull, United Kingdom Solotech Inc. Full time: - Agencies: kindly refer to our website on how to proceed._ Reporting directly to the Technical Coordinator Manager, the Technical Coordinator is responsible for analysing the rental contracts and prepare the list of equipment including substitutions and sub-rentals necessary for the events. Why Solotech? To take your career to the next level! As a...
-
Service Administrator
3 months ago
Solihull, United Kingdom Solotech Inc. Full time: Solotech are looking for a Service Administrator to work as part of the service and support team based at our head office in the UK. The role acts as a liaison between clients, manufacturers and the technical staff based both within the workshop and on the road throughout all aspects of the service/repair process. Dealing with clients enquiries and...
-
Administrator
3 months ago
Solihull, United Kingdom TÜV Rheinland Group Full time**General information**: - Location - Solihull - Type of contract - Permanent Part Time - Occupational field - Business & Administration - Job-ID - 10252 **Job Summary**: We are looking for a Part time Administrative Coordinator to join our Product business stream. This role carries out administrative and superordinate tasks both in supporting others as...
-
Salesforce System Administrator
2 weeks ago
Solihull, Solihull, United Kingdom 2mrw Group Full timeJob Objective To enhance both individual and organizational efficiency by facilitating the administration, development, ongoing enhancement, and deployment of the CRM system in alignment with business needs and operational processes. Key Responsibilities Ensure that ongoing administrative tasks are fulfilled, which includes managing user configurations,...
-
Logistics Administrator
3 months ago
Solihull, United Kingdom Mayerton Refractories Europe Ltd Full timeWe are looking for a highly organised **Logistics Administrator** to join our friendly team based nr. Hockley Heath. Working in collaboration with our Logistics, Commercial, Accounts and International Sales teams you will plan the shipping and onward transportation of our goods from our manufacturing plant in China to customers around the world, ensuring...
-
Systems Administrator
2 months ago
Solihull, United Kingdom Gymshark Full timeJoin us as a **System Administrator - Product** in our Tech Systems Team to help ensure our Product Lifecycle Management system is operating effectively and providing technical support and guidance to the Product team. This is an amazing opportunity for someone who has a product development background alongside tech and solutions experience to come and make...
-
Customer Services Technology Administrator
2 months ago
Solihull, United Kingdom Jonathan Lee Recruitment Ltd Full time**Customer Services Technology Administrator****: Solihull £17.39 - 17.39 per hour Contract **Sector**: Manufacturing **Function**: Project & Programme Management **Contact**: Ellie Ebbage **Phone**:01384 446118** **Duration**: Contract **Job Ref**:67076 **Job details****: **Customer Services Technology Administrator** **12 month initial...
-
Operations Administrator
3 months ago
Solihull, United Kingdom Assa Abloy Full timeDo you have experience in administrative operations? Join our team in Solihull, Birmingham and enjoy a collaborative culture that empowers you to build a career you can be proud of. **What you would do as our Operations Administrator (Temporary)** You will provide administrative and organisational support to ensure the smooth and efficient daily Project...
-
Financial Planning Administrator
3 months ago
Solihull, United Kingdom Capelin Financial Management Limited Full timeThis is a varied financial planning administration role which will develop quickly for an ambitious applicant with ability and a great attitude. It is a fantastic opportunity to work with motivated colleagues and where you will have a real impact to the success of the business. You will be an integral member of our client services support team. Your...
-
Customer Service Administrator
3 months ago
Solihull, United Kingdom Mayerton Refractories Europe Ltd Full timeAt Mayerton, our values define us, and we strive to be **Responsive, Reliable, and Results Driven** which makes us **the most responsive and reliable partner; and passionate about achieving great results**. We are looking for a highly organised Customer Service Administrator to join our friendly team. You will ensure peerless customer service by...
-
Financial Planning Administrator
3 months ago
Solihull, United Kingdom Recruit UK Full time**Job Title**: Financial Planning Administrator **Industry**: Financial Services **Location: Solihull** **Salary**: £26,000-32,000 **Job Reference: 8090** Recruit UK is working on an excellent opportunity for a Financial Planning Administrator in Solihull to join a Financial Planning firm. The firm is a Chartered Financial Advice firm that provides a...
-
Tooling Standard Service
3 months ago
Solihull, United Kingdom Serco Plc Full timeTooling Standard Service - Technical Lead Hybrid (Solihull, West Midlands) Full Time **Package**: Up to £60,000 + benefits. SC Clearance eligibility required We aim to create an inclusive workplace in which everyone can thrive: We are a proud Disability Confident Leader and holder of the Silver Inclusive Employer Standard We have reduced our gender pay...
-
Senior Pensions Administrator
3 months ago
Solihull, United Kingdom Ernest Grant Ltd Full timeWe are looking for a Senior Pensions Administrator with experience in a similar role who is looking for a new challenge and who wants to be part of this exciting period of growth. **We will rely on you to**: - Perform pensions calculations, enter pensions data and answer enquiries to the required standard using both automated and non-automated...
-
School Administrator
3 months ago
Solihull, United Kingdom WMG Academy for Young Engineers (Solihull) Full timeFrom the business dress to the structure of days, as well as opportunities to work with companies on real-life projects, parents see their child’s confidence grow and their employment potential soar. **Who we’re looking for - Administrator (with an Attendance focus)** Our school office has a small, dynamic and friendly team, helping us to support...
-
Technical Subject Matter Expert
3 months ago
Solihull, United Kingdom Serco Plc Full timeSolihull, Hybrid Working Full time, Permanent £50,000 per annum Here at Serco, we are looking to a Technical SME to join our team and provide a senior level of technical support service to users and organizations for the EUC standard services. End User Compute Team (EUC) is an enabling ITS service providing centrally managed desktops, laptops, tablets and...