Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 essential.
- Other info: Enjoy a hybrid working pattern and gain valuable industry qualifications.
The predicted salary is between 28800 - 48000 £ 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 *****bn. 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 Ltd (Financial Services)
Contact Detail:
Burgh Recruitment Ltd (Financial Services) 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 your connections in the financial services sector, especially those who might have insights into St. James's Place or similar practices. 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 Salesforce skills and any relevant financial knowledge. We all know that confidence is key, so practice common interview questions and think about how your experience aligns with the role of a Technical Administrator.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you’ve managed multiple tasks or projects efficiently. This will demonstrate that you’re the go-to person they need for their team.
✨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. Good luck!
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 how you’ve provided excellent customer service in the past.
Show Off Your IT Skills: Since this role involves using Salesforce or similar systems, make sure to mention your proficiency with these tools. We love candidates who are tech-savvy and can hit the ground running!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, you’ll receive a confirmation email once you’ve submitted your application, so you know we’ve got it!
How to prepare for a job interview at Burgh Recruitment Ltd (Financial Services)
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific role of a Technical Administrator. Familiarise yourself with common terms, processes, and tools like Salesforce. This will help you answer questions confidently and show that you're serious about the position.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational abilities, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise work and ensure timely processing of information.
✨Practice Customer Service Scenarios
As you'll be the go-to person for advisers and clients, think about how you would handle various customer service situations. Prepare to share examples of how you've dealt with challenging clients or resolved issues effectively in previous roles.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the SJP Accreditation framework, or how success is measured in the role. This shows your genuine interest in the position and helps you determine if it's the right fit for you.
