Technical Administrator (Financial Services)

Ikrut; Epsom; On-site; GBP 26,000 - 34,000; Full time

Job summary

St. James's Place plc, operating through a Partner Practice, is seeking a Technical Administrator in the Epsom area. You will gather and analyse financial information, support client reviews, and work alongside the Partner to ensure timely, compliant processing.

The role emphasizes numeracy, IT proficiency and the ability to handle client information, with progression opportunities within the SJP Accreditation framework.

Qualifications

• Dependent on the client-facing wealth management environment.
• Level 4 DipPFS or FPC considered essential/advantageous.
• Experience with financial reporting and client reviews is preferred.

Responsibilities

• Check CFRs and collate client information for reviews.
• Prepare suitability letters and illustrations (reviews and new business).
• Manage cases through to completion with accuracy and timeliness.
• Receive training on relevant IT systems and ensure compliant processing.

Skills

Numeracy

IT literacy

Self-motivated

Client reporting

Education

Level 4 Diploma in Financial Planning (DipPFS)

FPC qualification (or working towards)

Tools

Salesforce CRM

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

As a Technical Administrator you will be working alongside the Partner, and will include gathering and analysing financial information, including portfolio data, to support client reviews and recommendations

• 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

This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who is highly organised, enjoys using their initiative and who has a 'can do' working style.

• 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 andcan workwith 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.