Technical Administrator

Ellis James Partners Limited; Herstmonceux; Hybrid; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Hybrid working pattern

36–37.5 hour week

Job summary

Ellis James Partners Limited is looking for a Technical Administrator in Hailsham. The role is hybrid, with 37.5 hours per week and a salary of £25,000 to £30,000 depending on experience.

You will support advisers, manage day-to-day administration and ensure deadlines are met while delivering high service levels. You’ll work closely with advisers, colleagues and clients, handling multiple priorities and owning tasks as needed.

Qualifications

• Experience in an administrative or operational role within financial services.
• Knowledge of pensions, investments, protection or estate planning is useful.

Responsibilities

• Act as a key point of contact for clients and colleagues.
• Manage a varied workload and keep tasks moving to deadline.
• Support advisers and the wider practice with day-to-day administration.
• Coordinate with different areas of the business where work overlaps.
• Keep clients updated and deliver high-quality service.
• Support the wider team with changing priorities and ad-hoc requirements.

Skills

Organised

Attention to detail

Ownership of work

Telephone manner

Multi-priority management

Job description

Technical Administrator Hailsham

Hybrid

£25,000-£30,000 depending on experience

A well-established St. James's Place financial planning practice in Hailsham is looking for a Technical Administrator to join its growing team.

You’ll work closely with advisers, colleagues and clients, managing the day-to-day administration of the practice and making sure work is progressing, deadlines are met and clients receive a consistently high level of service.

It’s a varied role, so you’ll need to be comfortable managing multiple priorities rather than working through the same process every day. Strong organisation and attention to detail are important, but so is common sense, a confident telephone manner and the ability to take ownership when something needs sorting.

What you’ll be doing

• Acting as a key point of contact for clients and colleagues
• Managing a varied workload and keeping different tasks moving to deadline
• Supporting advisers and the wider practice with day-to-day administration
• Coordinating with different areas of the business where work overlaps
• Keeping clients updated and delivering a consistently high level of service
• Supporting the wider team with changing priorities and ad-hoc requirements

What we’re looking for

You’ll ideally have previous experience in an administrative or operational role within financial services.

Experience with St. James's Place would be a strong advantage, particularly if you already understand the systems, processes and pace of an SJP practice.

Knowledge of pensions, investments, protection or estate planning is useful, but not essential. What matters more is that you’re organised, proactive, willing to learn and comfortable taking ownership of your work.

What’s on offer

• £25,000-£30,000 depending on experience
• 37.5 hours per week, Monday to Friday
• Flexible working pattern between 9am and 5pm
• 30 days’ holiday + bank holidays
• Employer pension contribution
• Private healthcare after probation
• Paid CII membership
• Full support towards professional qualifications
• The opportunity to develop within an established and growing financial planning practice

If you’re already working in financial services and looking for a role where you can build on your experience, or you have strong transferable administration experience and want to move into the sector, we’d be interested in hearing from you.