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 a professional and adaptable person to work within a St. James's Place Partner Practice which is based in Cheltenham town centre. You will be managing the work generated by a Partner and offering support as required in this people centric business.
The Role:
You will be working with the Partner in all aspects of office management including:
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Preparing letters, presentations and reports
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Preparing all documentation for the Partner's meetings
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Ensuring client information is recorded accurately
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Dealing with third parties on a daily basis
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Client communications by telephone and email
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Managing the pipeline of business through the Practice.
You have an initial period of training to learn new processes and skills which would provide you with a solid foundation for a career within a Financial Services Practice and you will have the opportunity to progress within the SJP Accreditation framework as well as professional qualifications.
The Person:
This is an interesting and challenging role that would suit a confident, numerate, highly organised and professional individual who enjoys using their initiative and who has a 'can do' working style.
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- You have exceptional communication skills - both verbal and written
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An excellent eye for detail and good IT skills
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Strong problem-solving skills
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You are a self-starter and able to work with little or no supervision
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You are reliable with proven office management, administrative or personal assistant experience
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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
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It is essential to have worked in an administration, Financial Services or professional service environment or have a financial background with relevant qualifications.
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.
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