Technical Administrator

St. James's Place Wealth Management; Cheltenham; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Collaborative environment

Skill development

Team-oriented culture

Job summary

St. James’s Place Wealth Management is seeking a Technical Administrator for a busy Cheltenham practice. This hybrid, full-time role supports colleagues and clients with a range of administrative tasks and data handling.

You will manage client databases, prepare reports and portfolio reviews, respond to enquiries, and liaise with SJP admin teams. Training is provided and there is scope to develop your knowledge in a fast-paced environment.

Qualifications

• Proven work experience as a Technical Administrator or within an office support role. Financial Services experience is useful but not essential
• 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
• It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.

Responsibilities

• You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
• 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 within this role to progress and develop your knowledge within this exciting and fast paced environment.

Skills

Customer service

Attention to detail

Time management

Problem solving

Tools

Excel

Word

Microsoft Office

Job description

Technical Administrator

Location: Cheltenham (GL50)

Salary: Highly Competitive

Full-Time, hybrid working (4 days in office / 1 WFH)

Are you an enthusiastic person eager for your next role? Could you fulfil a vital support function within a busy office?

You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.

The Role: Technical Administrator

• You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
• 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 within this role to progress and develop your knowledge within this exciting and fast paced environment.

The Person: Technical Administrator

• Proven work experience as a Technical Administrator or within an office support role. Financial Services experience is useful but not essential
• 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
• It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.

The Rewards:

• Collaborative working environment
• The chance to extend your skills and experience
• Joining a motivated team that works hard to make a success of this Practice.

The company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.

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 £240.8bn. 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.