Client Services \"-\" Technical Administrator in Maidstone

Location - Tonbridge

Hours - Full-time / Hybrid working (2-3 days in office)

Salary - Up to £40,000 (depending on experience) + Bonus, Pension + Benefits

Are you an enthusiastic Client Services / Technical Administrator with experience in a St. James's Place Partner Practice and looking for a new challenge?

Working full time as part of the team this is an outstanding new opportunity within a highly successful SJP Partner Practice. The team pride themselves in providing an exceptional service to their clients and this role represents an exciting opportunity for the right person to join them, contributing positively to both the client experience and the overall success of the business.

The role of the Client Services / Technical Administrator is to provide support to the Practice in the delivery of all aspects of the client relationship and administration. As a key member of the team, you'll work closely with colleagues to deliver high-quality, administrative, and technical support.

Key Tasks and Responsibilities

• Working closely with Advisers and the team to ensure a smooth and efficient client journey from initial meeting through to ongoing review.
• You will be the 'Go To' person for clients and third parties dealing with requests for valuations, withdrawals, fund switches, general enquiries, and chasing providers for funds and information.
• Preparing meeting agendas, meeting packs, and supporting documentation for all client meetings (initial, review, and presentation), ensuring all relevant data and compliance documentation is accurate and complete.
• Gathering and analysing financial information, including portfolio data, to support client reviews and recommendations.
• Ownership of post-meeting actions, including updating client records, CFR, advice records, and ensuring all follow-up tasks and agreed actions are monitored and progressed through to completion.
• Preparing suitability reports for straightforward cases using AI-supported tools, ensuring outputs are accurate, compliant, and aligned with the Advisers recommendations.
• Managing Salesforce and keeping all client details up to date.

The Person - Client Services / Technical Administrator

This is an interesting and challenging role for a positive and professional self-starter who enjoys using their initiative, is collaborative and has a can-do working style.

You have experience in working a St. James's Place Partner Practice and have a strong understanding of the financial planning principles, including investments, pensions and cashflow modelling.

You will be comfortable operating in a fast-paced, client-focused environment, be highly organised and detail-oriented.

You may be working towards relevant professional qualifications or be interested to do so.

You have excellent IT skills, and are confident using tools such as Sofi, Voyant and Financial Express Analytics.

Most importantly, you will be proactive, dependable and take pride in delivering a high standard of work, contributing positively to both the client experience and the overall success of the business.

If this role sounds like a good fit for you, we'd love to hear from you. The application process is straightforward, and we personally review every application.

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.

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