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- Tasks: Support financial advisors by conducting research and producing detailed client reports.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Competitive salary up to £30k, bonus scheme, and opportunities for professional growth.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Experience in administration, report writing, and knowledge of financial products preferred.
- Other info: Dynamic team environment with potential client-facing opportunities.
The predicted salary is between 24000 - 36000 £ per year.
Location - West Park, North Leeds (LS16). Salary - Up to £30k dependent upon experience (Plus Bonus Scheme).
We are an SJP Partner Practice in North Leeds looking to appoint an experienced Technical Administrator to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions, plus producing compliant financial planning reports for our Financial Advisors/Partners to present to clients.
Responsibilities
- You will be the go-to individual for advice on technical queries.
- Your duties will focus on covering the full client journey, including conducting research to source suitable solutions.
- Completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated.
- There may be opportunities to attend or even host client facing meetings from time to time.
- You will always strive to produce well thought out and meaningful client reports that demonstrate your attention to detail and understanding of their needs.
Technical Administrator Requirements
- You should be an experienced Technical Administrator with great administration & report writing skills.
- Proven work experience within an office support role. Financial Services experience is useful.
- You will ideally have experience of Life, Pension and Investment products.
- Excellent customer service and the ability to build rapport and manage client relationships.
- Strong attention to detail and be able to problem solve and think on your feet.
- Good time management and planning skills.
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs.
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.
Company and Compliance
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 £220.0bn. 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 Leeds 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 Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Technical Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since you'll be dealing with Life, Pension, and Investment products, make sure you can confidently discuss these topics. We recommend practising common interview questions related to financial planning solutions.
✨Tip Number 3
Showcase your attention to detail! When you get the chance to present your work or reports, make sure they are well-organised and free of errors. This will demonstrate your commitment to quality and your understanding of client needs.
✨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 that you're serious about joining our team at SJP. Make sure to follow all the steps and keep an eye out for that confirmation email!
We think you need these skills to ace Technical Administrator in Leeds
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 skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for us. Share specific examples of your past experiences that relate to the responsibilities mentioned in the job description.
Showcase Your Attention to Detail: As a Technical Administrator, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their work neatly and accurately.
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 Financial Products
Make sure you brush up on your knowledge of life, pension, and investment products. Being able to discuss these confidently will show that you understand the technical aspects of the role and can provide valuable insights during the interview.
✨Showcase Your Report Writing Skills
Prepare a sample report or two that highlights your attention to detail and ability to produce compliant financial planning reports. This will not only demonstrate your skills but also give you a talking point during the interview.
✨Practice Problem-Solving Scenarios
Think of common technical queries you might face in the role and prepare your responses. This will help you showcase your problem-solving abilities and how you can think on your feet, which is crucial for a Technical Administrator.
✨Demonstrate Excellent Customer Service
Be ready to share examples of how you've built rapport with clients in the past. Highlighting your customer service skills will show that you can manage client relationships effectively, which is key for this position.
