Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers by managing client information and preparing reports.
- Company: Join a successful St. James's Place Partner Practice with a strong reputation.
- Benefits: Competitive salary, hybrid working options, and opportunities for professional growth.
- Why this job: Be part of a dynamic team making a real difference in clients' financial journeys.
- Qualifications: Experience in financial administration and proficiency in IT, especially Salesforce.
- Other info: Exciting role with potential client interaction and career advancement opportunities.
The predicted salary is between 30000 - 40000 £ per year.
Location: Market Bosworth (CV13)
Hours: Full time, Hybrid working is an option
Salary: £30,000 to £40,000 Bonus, dependent on experience
Working as part of an Appointed Representative of St. James's Place Plc. The Practice is well established and highly successful. An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James's Place Partner Practice, providing clients with a range of investment and retirement products and solutions to meet their financial goals and objectives.
You will be responsible for writing reports in respect of the business generated by the Financial Advisers within the Practice. You will be providing technical expertise to support and assist in this process, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. There may be opportunities to attend client facing meetings with an adviser from time to time.
The Role:
- Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
- Preparing suitability letters and illustrations and investment reports
- Collating client information in preparation for annual reviews
- Managing cases to completion, working with internal processing systems
- Utilising Salesforce to efficiently organise and document client interactions, accurately recording relevant information and enhancing communication processes within the team
- Ensuring that the business obtained is being processed compliantly and in line with agreed timelines
- Issuing and following up on Letters of Authority with clients and third parties
- Submitting and progressing post review actions such as fund switches, withdrawals, changes to contribution portfolios
- Dealing with technical enquiries on behalf of the Director and Adviser, and liaising with third parties on a daily basis
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 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 IFA 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.
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 £188.6bn. 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 Nuneaton 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 Nuneaton
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and wealth management sectors. You never know who might have a lead on that Technical Administrator role or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss investment products, IHT, and pensions. We want you to shine when they ask about your experience!
✨Tip Number 3
Don’t forget to showcase your Salesforce skills! If you’ve used it before, be ready to talk about how you’ve organised client interactions and improved processes. It’s a big plus for this role!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re always looking for passionate individuals who are ready to make an impact in the financial world.
We think you need these skills to ace Technical Administrator in Nuneaton
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, especially if you've worked with IFA or Wealth Management before. We want to see how your skills match what we're looking for!
Showcase Your Technical Skills: Since this role involves dealing with technical queries and using Salesforce, don’t forget to mention any relevant software skills you have. We love seeing candidates who are IT proficient and can hit the ground running!
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 past experiences that relate to the responsibilities listed in the job description.
Apply Through Our Website: Remember to apply through our website for a smoother process! It’s super easy, just follow the prompts and make sure to tick the Privacy Policy box. We can’t wait to see your application come through!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of investment and retirement products. Familiarise yourself with the specific services offered by the Practice and be ready to discuss how your experience aligns with their needs.
✨Showcase Your Technical Skills
Since the role requires technical expertise, be prepared to demonstrate your proficiency with tools like Salesforce. Bring examples of how you've used technology to improve processes or manage client interactions effectively.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Be ready to discuss how you would handle technical queries or manage cases to completion, showcasing your problem-solving skills and customer service approach.
✨Ask Insightful Questions
At the end of the interview, don’t hesitate to ask questions that show your interest in the role and the company. Inquire about the team dynamics, the types of clients they work with, or how success is measured within the Practice.
