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- Tasks: Support financial advisors by conducting research and producing detailed client reports.
- Company: Join a leading FTSE 100 Wealth Management company in North Leeds.
- Benefits: Competitive salary up to £30k, bonus scheme, and career growth opportunities.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Experience in administration, report writing, and knowledge of financial products preferred.
- Other info: Dynamic team environment with opportunities for client interaction.
The predicted salary is between 21600 - 36000 £ per year.
Location - West Park, North Leeds (LS16)
Salary - Upto £30k dependent upon experience (Plus Bonus Scheme)
We are an SJP Partner Practice in North Leeds looking to appoint an experienced Technical Administrator to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions, plus producing compliant financial planning reports for our Financial Advisors/Partners to present to clients.
As our Technical Administrator, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including:
- Conducting research to source suitable solutions
- Completing detailed and informative reports
- Liaising with the Administration team to ensure business is accurately processed and systems are correctly updated
There may be opportunities to attend or even host client facing meetings from time to time. You will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs.
Technical Administrator Requirements:
- You should be an experienced Technical Administrator with great administration & report writing skills
- Proven work experience within an office support role. Financial Services experience is useful
- You will ideally have experience of Life, Pension and Investment products
- Excellent customer service and the ability to build rapport and manage client relationships
- Strong attention to detail and be able to problem solve and think on your feet
- Good time management and planning skills
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.
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 £220.0bn. 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 Leeds 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 Leeds
✨Tip Number 1
Get to know the company inside out! Research their values, services, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Reach out to current or former employees on LinkedIn. Ask them about their experiences and any tips they might have for landing the Technical Administrator role. Plus, it could give you an edge in the application process!
✨Tip Number 3
Prepare for the interview by practising common questions related to technical administration and financial services. Think about how your skills align with the job description and be ready to share specific examples from your past experience.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role. And remember, apply through our website for a smoother process!
We think you need these skills to ace Technical Administrator in Leeds
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 skills, like report writing and client management. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for us. Mention specific experiences that relate to the job description and show off your passion for providing excellent client service.
Showcase Your Attention to Detail: As a Technical Administrator, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their work neatly and accurately!
Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to receive your application. Just follow the instructions on the application page and tick that Privacy Policy box before hitting 'apply'. We can't wait to hear from you!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Financial Products
Make sure you brush up on your knowledge of life, pension, and investment products. The interviewers will likely ask you about these areas, so being able to discuss them confidently will show that you're the right fit for the Technical Administrator role.
✨Showcase Your Report Writing Skills
Since report writing is a key part of this job, prepare examples of reports you've created in the past. Bring along a sample if possible, or be ready to discuss how you approach writing detailed and compliant financial planning reports.
✨Demonstrate Attention to Detail
During the interview, highlight instances where your attention to detail made a difference in your previous roles. This could be anything from catching errors in reports to ensuring compliance with regulations. It’s all about showing that you can produce high-quality work consistently.
✨Prepare for Client Interaction Scenarios
Since there may be opportunities to attend or host client meetings, think about how you would handle various client scenarios. Be ready to discuss how you build rapport and manage relationships, as well as any experiences you've had in client-facing roles.
