Hybrid Technical Administrator - Data & Client Support

Burgh Recruitment Ltd (Financial Services); Cheltenham; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Collaborative working environment

Skill development opportunities

Team-oriented culture

Job summary

St. James’s Place plc is seeking a meticulous Technical Administrator to support a busy Practice in Cheltenham.

You will handle a wide range of admin tasks, manage data for reports and portfolio reviews, and respond to client and provider inquiries in a professional manner. Working as part of a friendly team, you will maintain client records, coordinate diary management for the Partner and Advisors, and assist with new business handovers.

Qualifications

• Proven work experience as a Technical Administrator or within an office support role.
• Excellent customer service and the ability to build rapport and manage client relationships.
• Strong attention to detail and be able to problem solve and think on your feet.
• Good time management and planning skills.
• Strong working knowledge of Excel, Word, and other Microsoft Office Programs.

Responsibilities

• You will deal with a wide variety of administrative tasks supporting colleagues and clients.
• You will manage and collate key data for reports and portfolio reviews.
• Dealing with enquiries and correspondence from clients and providers.
• Managing the database of clients and diary management for the Partner and Advisors.
• You will be preparing new business handovers and liaising with SJP admin teams.
• Training will be given and there is scope to progress within this fast paced environment.

Skills

Customer service

Data management

Attention to detail

Time management

Problem solving

Relationship management

Tools

Excel

Word

Microsoft Office

Job description

St. James’s Place plc is seeking a meticulous Technical Administrator to support a busy Practice in Cheltenham.

You will handle a wide range of admin tasks, manage data for reports and portfolio reviews, and respond to client and provider inquiries in a professional manner. Working as part of a friendly team, you will maintain client records, coordinate diary management for the Partner and Advisors, and assist with new business handovers.