Technical Administrator (Report writing)

As a Technical Administrator you will be working for busy Wealth Managers and your role will include:

• Checking CFR's
• Collating client information
• Preparing suitability letters and illustrations
• 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.

An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James's Place Partner Practice., 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 SJP Practice 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., * Financial Services
• Report Writing
• Wealth Management

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 £198.5bn. This business is well established and highly successful.