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- Tasks: Support Advisers and clients with administrative tasks and ensure smooth operations.
- Company: Join a friendly St. James's Place Partner Practice in Cheltenham.
- Benefits: Highly competitive salary, bonus potential, and opportunities for professional growth.
- Why this job: Be part of a dynamic team and develop your career in financial services.
- Qualifications: Experience in Financial Services and strong IT skills are preferred.
- Other info: Enjoy a supportive environment with training opportunities and career progression.
The predicted salary is between 36000 - 60000 £ per year.
An excellent opportunity has arisen for a professional Technical Administrator to join this friendly and proactive St. James's Place Partner Practice, who specialise in meeting the financial needs of Professionals and Business Owners.
You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise. You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.
The Role:
- You will be the Go To person for Advisers, their clients and third parties dealing with general enquiries, and chasing providers for information.
- Providing a high level of administrative support while maintaining an excellent level of customer service.
- Sending out correspondence and requesting detailed information for replacement business.
- Carrying out fund switches and financial calculations for clients using specific systems and processes.
- Collaborating with colleagues and Advisers in a professional and positive way.
- You will need to ensure that business obtained is being processed in a timely way.
- You will be setting up the clients' annual reviews and be able to produce the review letters.
- You will be responsible for managing Salesforce and keeping all client details up to date.
The Person:
- This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a can-do working style.
- You have been working in Financial Services for several years, possibly for a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop.
- You have excellent IT and communication skills, are highly organised and can make decisions.
- Ideally, you will have used Salesforce or a similar CRM or workflow system.
- You are a self-starter and able to work with little or no supervision.
- Most importantly, you are confident in dealing with clients and third parties with total discretion.
- You will have attained relevant professional qualifications, such as R01.
- You will ideally have previous experience but training in some of these areas can be provided.
St. James's Place plc (SJP) is a leading, 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.
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.
Technical Administrator in Cheltenham employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Administrator in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to current or former employees of St. James's Place or similar firms on LinkedIn. A friendly chat can give you insider info and maybe even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial services and Salesforce. We recommend practising common interview questions and having examples ready that showcase your administrative skills.
✨Tip Number 3
Show off your personality! During interviews, let your enthusiasm for the role shine through. Remember, they’re looking for someone who fits into their friendly team, so be yourself!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at St. James's Place.
We think you need these skills to ace Technical Administrator in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Administrator role. Highlight your experience in financial services and any relevant qualifications, like R01. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your administrative expertise and customer service skills that align with the job description.
Show Off Your IT Skills: Since you'll be managing Salesforce and other systems, make sure to mention your IT skills in your application. If you've used similar CRM or workflow systems, let us know! We love tech-savvy candidates.
Apply Through Our Website: Don't forget to apply through our website! Follow the instructions carefully, tick the Privacy Policy box, and hit that green 'apply to this job' button. We can't wait to see your application!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Before the interview, brush up on your knowledge of financial services and the specific role of a Technical Administrator. Familiarise yourself with common tasks like fund switches and using Salesforce. This will show that you're not just interested in the job, but you also understand what it entails.
✨Showcase Your Communication Skills
Since you'll be the go-to person for Advisers and clients, it's crucial to demonstrate your communication skills during the interview. Practice articulating your thoughts clearly and confidently. You might even want to prepare examples of how you've successfully handled client queries or collaborated with colleagues in the past.
✨Be Organised and Proactive
Highlight your organisational skills by discussing how you manage your workload and prioritise tasks. Bring up any tools or methods you use to stay organised, especially if they relate to administrative support. Showing that you can work independently and take initiative will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, or the SJP Accreditation framework. This not only shows your interest in the role but also gives you a chance to assess if the company is the right fit for you. Remember, interviews are a two-way street!
