Technical Administrator

St. James's Place Wealth Management; Epsom; On-site; GBP 32,000 - 42,000; Full time

Job summary

St. James’s Place Wealth Management is seeking a Technical Administrator in the Epsom area to support advisers by writing reports related to business generated and ensuring timely, compliant processing.

The role involves checking CFRs, collating client information, and preparing suitability letters and illustrations for reviews and new business. You will liaise with third parties, manage cases to completion, and gain exposure to the SJP Accreditation framework while advancing your career within

Qualifications

• Self-starter able to work with minimal supervision.
• Experience in IFA or Wealth Management preferred.
• CRM experience, ideally Salesforce.
• Experience with IHT, pension or investment product administration.

Responsibilities

• Check CFRs.
• Collate client information.
• Prepare suitability letters and illustrations (reviews and new business).
• Manage cases to completion.
• Liaise with third parties and internal processing systems.

Skills

Self-starter

Client servicing

Discretion

CRM experience

Education

Level 4 Diploma in PFS

FPC qualification

Tools

Salesforce

Job description

Technical Administrator

Location: Epsom / Leatherhead and surrounds

Salary: Highly Competitive plus bonus

Working as part of the team at an Appointed Representative of St. James’s Place Plc.

An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James’s Place Partner Practice. You will be based in Epsom, writing reports in respect of the business generated by the Financial Advisers within the Practice. This Partner is well established and highly successful.

The Role

• Checking CFR’s


• Collating Client Information


• Preparing Suitability Letters and illustrations (Reviews and New Business)


• Managing cases to completion


• Working with internal processing systems, you will be given full training on the relevant IT systems


• Ensuring that the business obtained is being processed compliantly and in a timely way


• Liaising with third parties on a daily basis


• You will have the opportunity to progress within the SJP Accreditation framework


• Assisting in client servicing e.g. withdrawals and tax calculations

The Person

• It is essential that you are a self-starter and happy working with little or no supervision


• Ideally, you have been working for an IFA or in a Wealth Management environment and you hold the Level 4 Dip PFS qualification or are working towards obtaining it


• Alternatively, you may be FPC qualified and/or have significant industry experience


• Ideally, you have used the CRM, Salesforce


• You will need to have experience of the administration of IHT and/or Pension and/or Investment products


• You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion.

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.