Technical Administrator (Financial Services)

Burgh Recruitment Ltd (Financial Services); Epsom and Ewell; On-site; GBP 30,000 - 40,000; Full time

Job summary

St. James’s Place Partner Practice seeks a professional Technical Administrator to support advisers by gathering and analysing financial data, preparing reports and illustrations for client reviews.

Based in Epsom, you will work alongside the Partner to ensure timely, compliant processing and strong client servicing with discretion. The role requires numeracy, IT proficiency, self-motivation and experience in wealth management environments; Level 4 Dip PFS or FPC is preferred, with Salesforce

Qualifications

• Must have Level 4 Dip PFS or be pursuing it.
• Experience in IFA or Wealth Management preferred.
• Experience with CRM systems, especially Salesforce.
• Exposure to IHT, Pension or Investment products is advantageous.

Responsibilities

• Gather and analyse financial information and portfolio data for client reviews.
• Prepare suitability letters and illustrations (Reviews and New Business).
• Liaise with third parties to progress cases to completion and ensure compliant processing.
• Manage cases within processing systems with training provided on IT platforms.
• Support client servicing including withdrawals and tax calculations.
• Check CFRs and collate client information for adviser reviews.
• Progress cases and maintain up-to-date records with discretion and integrity.

Skills

Numerate

Self-starter

Attention to detail

Client-focused

Education

Level 4 Dip 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: Technical Administrator

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: Technical Administrator

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 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.