Technical AdministratorLocation: Epsom / Leatherhead and surroundsSalary: Highly Competitive plus bonusWorking 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 AdministratorAs 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 recommendationsChecking CFR’sCollating Client InformationPreparing Suitability Letters and illustrations (Reviews and New Business)Managing cases to completionWorking with internal processing systems, you will be given full training on the relevant IT systemsEnsuring that the business obtained is being processed compliantly and in a timely wayLiaising with third parties on a daily basisYou will have the opportunity to progress within the SJP Accreditation frameworkAssisting in client servicing e.g. withdrawals and tax calculationsThe Person: Technical AdministratorThis 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 supervisionIdeally, 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 itAlternatively, you may be FPC qualified and/or have significant industry experienceIdeally, you have used the CRM, SalesforceYou will need to have experience of the administration of IHT and/or Pension and/or Investment productsYou 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.When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green ‘apply to this job’ at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
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