Financial Report Writer & Tech Admin (In-Office)

St. James's Place Wealth Management; United Kingdom; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading Wealth Management firm in Newton le Willows seeks a Technical Administrator/Financial Report Writer to handle client financial reviews and reports. The ideal candidate will be organized, numerate, and IT proficient, with experience in a wealth management environment. You will be confident in client interactions and enjoy working autonomously. This role offers potential progression within the SJP Accreditation framework and a supportive work environment.

Qualifications

• Experience in an IFA or Wealth Management environment.
• Knowledge of IHT, Pension, and Investment products.
• Experience working with clients and third parties.

Responsibilities

• Prepare and check Client Financial Reviews.
• Collate client information and prepare illustrations.
• Manage cases to completion efficiently.

Skills

Numeracy

IT proficiency

Organizational skills

Initiative

Confidence with clients

Tools

Salesforce

Job description

A leading Wealth Management firm in Newton le Willows seeks a Technical Administrator/Financial Report Writer to handle client financial reviews and reports. The ideal candidate will be organized, numerate, and IT proficient, with experience in a wealth management environment. You will be confident in client interactions and enjoy working autonomously. This role offers potential progression within the SJP Accreditation framework and a supportive work environment.