Technical Administrator

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

Job summary

A leading Wealth Management company in Cheltenham is seeking a Technical Administrator to join their team. The role involves providing comprehensive administrative support to Advisers and clients, managing business processes, and ensuring a high level of customer service. Ideal candidates will have experience in financial services, excellent IT communication skills, and preferably Salesforce knowledge. This position presents opportunities for professional growth within the SJP Accreditation framework.

Qualifications

• Experience in Financial Services for several years.
• Can work with little or no supervision.
• Confident in dealing with clients and third parties with discretion.

Responsibilities

• Provide high-level administrative support to Advisers and clients.
• Ensure timely processing of business obtained.
• Manage Salesforce and keep client details updated.

Skills

Excellent IT skills

Strong communication skills

Ability to work independently

Salesforce experience

Organizational skills

Education

Relevant professional qualifications (e.g., R01)

Tools

Salesforce

Job description

Overview

Technical Administrator
Location: Cheltenham (GL50)
Salary: Highly Competitive + Bonus
Hours: Full time, office based (Hybrid working pattern available)

An excellent opportunity has arisen for a professional Technical Administrator to join this friendly and proactive St. James s Place Partner Practice, who specialise in meeting the financial needs of Professionals and Business Owners.

You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise. You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.

The Role: Technical Administrator

The role offers variety and challenge, including but not limited to:

• You will be the Go To' person for Advisers, their clients and third parties dealing with general enquiries, and chasing providers for information
• Providing a high level of administrative support while maintaining an excellent level of customer service
• Sending out correspondence and requesting detailed information for replacement business
• Carrying out fund switches and financial calculations for clients using specific systems and processes
• Collaborating with colleagues and Advisers to a professional and positive way
• You will need to ensure that business obtained is being processed in a timely way
• You will be setting up the clients' annual reviews and be able to produce the review letters
• You will be responsible for managing Salesforce and keeping all client details up to date

The Person: Technical Administrator

• This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a can do working style
• You have been working in Financial Services for several years, possibly for a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop
• You have excellent IT and communication skills, are highly organised and can make decisions
• Ideally you will have used the Salesforce or similar CRM or workflow system
• You are a self-starter and able to work with little or no supervision
• Most importantly, you are confident in dealing with clients and third parties with total discretion
• You will have attained relevant professional qualifications, such as R01
• You will ideally have previous experience but training in some of these areas can be provided

St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 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 GBP220.0bn. 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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