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- Tasks: Prepare financial reports and manage client information for Wealth Managers.
- Company: Join a successful Partner Practice of St. James's Place Plc in Newton le Willows.
- Benefits: Competitive salary, career progression, and full training provided.
- Why this job: Make an impact in a dynamic environment while developing your financial services skills.
- Qualifications: Experience in financial services and strong IT skills are preferred.
- Other info: Opportunity for career growth and paraplanning responsibilities.
The predicted salary is between 24000 - 36000 £ per year.
This is an excellent opportunity for a professional and experienced Technical Administrator to work within a highly successful Partner Practice of St. James's Place Plc. You will be based in Newton le Willows, producing and writing reports in respect of the ongoing service provided by the Financial Advisers within the Practice. This Partner Practice is well established and highly successful.
The Role:
- Preparing and checking Client Financial Reviews
- Collating client information
- Preparing illustrations
- Preparing ongoing advice reports
- 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 within specific timescales
- Liaising with third parties on a daily basis
You will have the opportunity to progress within the SJP Accreditation framework and for career progression over time to undertake paraplanning responsibilities if this is in line with your aspirations.
The Person:
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 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 IFA or in a Wealth Management environment for a number of years, and you have good demonstrable financial services knowledge and experience. Ideally you have used the CRM, Salesforce.
You will need to have experience of the administration of IHT, Pension and Investment products, ideally with a good knowledge of Trust roles and Trust Deed wording. 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.
If this role sounds like a good fit for you, we would love to hear from you. You don’t need to meet every requirement to apply; what matters most is your enthusiasm and willingness to take the next step in your career.
The application process is straightforward, and we personally review every application as they come in. 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 / Financial Report Writer in Newton-le-Willows employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Administrator / Financial Report Writer in Newton-le-Willows
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at St. James's Place. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of IHT, Pension, and Investment products. We want you to feel confident discussing these topics, as they’re crucial for the Technical Administrator role.
✨Tip Number 3
Show off your IT skills! Familiarise yourself with CRM systems like Salesforce, as this will give you an edge. If you’ve used similar systems before, be ready to talk about your experience.
✨Tip Number 4
Don’t forget to apply through our website! It’s super straightforward, and we personally review every application. Your enthusiasm and willingness to grow are what we’re really looking for!
We think you need these skills to ace Technical Administrator / Financial Report Writer in Newton-le-Willows
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Administrator / Financial Report Writer role. Highlight relevant experience, especially in financial services and administration, to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and how your skills align with what we’re looking for. Don’t forget to mention any experience with CRM systems like Salesforce!
Showcase Your Organisational Skills: Since this role requires a highly organised individual, make sure to highlight your organisational skills in your application. Share examples of how you’ve managed multiple tasks or projects effectively in the past.
Apply Through Our Website: We encourage you to apply through our website for a smooth application process. Remember, we personally review every application, so don’t hesitate to show us your best self!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Financial Stuff
Brush up on your knowledge of financial services, especially around IHT, pensions, and investment products. Being able to discuss these topics confidently will show that you’re not just a candidate, but someone who understands the industry.
✨Familiarise Yourself with CRM Systems
If you’ve used Salesforce or similar CRM systems before, make sure to mention it during the interview. If not, do a bit of research on how these systems work and be ready to discuss how you can quickly adapt to new technologies.
✨Prepare for Client Interaction Scenarios
Think about how you would handle various client scenarios, especially when liaising with third parties. Practising your responses to potential questions can help you feel more confident and articulate during the interview.
✨Showcase Your Organisational Skills
Since the role requires a high level of organisation, come prepared with examples of how you’ve managed multiple tasks or projects in the past. This will demonstrate your ability to thrive in a busy environment and manage your time effectively.
