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- Tasks: Support financial advisers by preparing reports and managing client cases.
- Company: Join a successful Partner Practice of St. James's Place Plc.
- Benefits: Competitive salary, full training, and opportunities for career progression.
- Why this job: Be part of a dynamic team in a leading wealth management company.
- Qualifications: Experience in finance or administration, with strong IT skills.
- Other info: Enjoy a professional environment with potential for growth.
The predicted salary is between 28800 - 48000 £ per year.
Location: Elstree
Salary: Up to 40,000 (DoE)
Working as part of the team at an Appointed Representative of St. James's Place Plc. An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James's Place Partner Practice. You will be writing reports in respect of the business generated by the Financial Advisers within the Practice. This Partner is well established and highly successful.
The Role:
- Checking CFRs
- Collating client information
- Preparing suitability letters and illustrations
- 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 in a timely way
- Liaising with third parties on a daily basis
- You will have the opportunity to progress within the SJP Accreditation framework.
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 198.5bn. 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 Elstree 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 Elstree
✨Tip Number 1
Get to know the company inside out! Research St. James's Place and their Partner Practices. Understanding their values and services will help you tailor your approach during interviews and show that you're genuinely interested.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for those tricky interview questions! Think about how your skills match the role of Technical Administrator. Practise your responses to common questions, especially around compliance and client management.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the team at St. James's Place.
We think you need these skills to ace Technical Administrator in Elstree
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Administrator role. Highlight relevant experience, especially in administration and working with financial products. 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. Mention your experience with IFA or Wealth Management environments and how you can contribute to our success.
Showcase Your IT Skills: Since you'll be working with internal processing systems, it's essential to showcase your IT proficiency. If you've used CRM systems like Salesforce, make sure to mention that. We love tech-savvy candidates!
Apply Through Our Website: Don't forget to apply through our website! Follow the instructions carefully, tick the Privacy Policy box, and hit that green 'apply to this job' button. We can't wait to see your application!
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 the financial services industry, especially if you've worked in an IFA or Wealth Management environment before. Familiarise yourself with the products and services offered by St. James's Place, as well as any relevant regulations. This will show that you're not just a candidate, but someone who genuinely understands the field.
✨Showcase Your IT Skills
Since the role involves working with internal processing systems and possibly CRM tools like Salesforce, be prepared to discuss your technical proficiency. Bring examples of how you've used technology to streamline processes or improve efficiency in previous roles. This will demonstrate your ability to adapt and thrive in a tech-driven environment.
✨Prepare for Client Interaction
As you'll be liaising with clients and third parties, practice how you would handle these conversations. Think about scenarios where you had to maintain discretion and professionalism. Being able to articulate your approach to client communication will highlight your suitability for the role.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, training opportunities, or the SJP Accreditation framework. This shows your interest in the role and helps you gauge if the company culture aligns with your values.
