Technical Administrator – Financial Services (Hybrid)

Confidential; Cheltenham; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Collaborative work environment

Opportunities to extend skills and経験

Progression within the Practice

Job summary

St. James's Place plc partner practice in Cheltenham is hiring a Technical Administrator to support the office and client-facing team in a busy financial services environment.

The role combines admin, data handling for reports and portfolio reviews, diary management, and liaison with SJP admin teams. A proactive, discreet candidate with good Excel/Word skills will thrive, with scope to progress within the Practice.

Qualifications

• Proven work experience in an administrative/office support role.
• Excellent customer service with ability to build client relationships.
• Strong attention to detail and problem-solving skills.
• Good time management and planning abilities.
• Proficient in Excel, Word and other Microsoft Office programs.

Responsibilities

• Deal with a wide variety of administrative tasks supporting colleagues and clients.
• Manage and collate key data for reports and portfolio reviews.
• Handle enquiries and correspondence from clients and providers.
• Manage the client database and diary management for the Partner and Advisors.
• Prepare new business handovers and liaise with SJP admin teams.
• Training will be provided with potential for progression.

Skills

Customer service

Attention to detail

Time management

Excel

Word

Tools

Excel

Word

Microsoft Office

Job description

St. James's Place plc partner practice in Cheltenham is hiring a Technical Administrator to support the office and client-facing team in a busy financial services environment.

The role combines admin, data handling for reports and portfolio reviews, diary management, and liaison with SJP admin teams. A proactive, discreet candidate with good Excel/Word skills will thrive, with scope to progress within the Practice.