Technical Administrator (Report writing)
Location: Between Cirencester and Stroud (GL6)
Salary: Highly competitive
Hours: Full time or part 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 experienced Technical Administrator to work within a highly successful St. James's Place Partner Practice.
You will be writing reports in respect of the business generated by the Financial Advisers within the Practice. The Practice can be flexible on working hours and location for the right candidate.
This Partner is well established and highly successful.
The Role: Technical Administrator
As a Technical Administrator your role will include:
-
Checking CFR's
-
Collating client information
-
Preparing suitability letters and illustrations
-
Managing cases 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.
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 and you hold the Level 4 Dip PFS qualification or are working towards obtaining it
-
Alternatively, you may be FPC qualified and/or have significant industry experience
-
Ideally you have used the CRM, Salesforce
-
You will need to 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, 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 £169 bn. 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.