Financial Services Tech Admin (Hybrid) Growth Path

St. James's Place Wealth Management; Gloucester; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading Wealth Management firm in the United Kingdom is looking for a Technical Administrator to join its friendly team in Gloucester. The role involves providing exceptional administrative support to financial advisers and clients. Candidates should possess relevant financial experience and strong IT skills, preferably with Salesforce. This is a fantastic opportunity for professional development within a recognized firm, offering a competitive salary and potential bonuses, alongside the chance to work in a hybrid environment.

Benefits

Highly competitive salary

Bonus opportunities

Opportunities for professional development

Qualifications

• Experience in Financial Services, preferably with St. James's Place.
• Ability to work independently with minimal supervision.
• Confident in dealing with clients and third parties.

Responsibilities

• Provide administrative support and customer service.
• Manage client details in Salesforce.
• Chase providers for information and carry out fund switches.

Skills

Initiative

Communication skills

IT skills

Organizational skills

Discretion

Education

Relevant professional qualifications (e.g., R01)

Tools

Salesforce or similar CRM

Job description

A leading Wealth Management firm in the United Kingdom is looking for a Technical Administrator to join its friendly team in Gloucester. The role involves providing exceptional administrative support to financial advisers and clients. Candidates should possess relevant financial experience and strong IT skills, preferably with Salesforce. This is a fantastic opportunity for professional development within a recognized firm, offering a competitive salary and potential bonuses, alongside the chance to work in a hybrid environment.