Technical Administrator
Location: Cheltenham (GL50)
Salary: Highly Competitive
Full-Time, hybrid working (4 days in office / 1 WFH)
Are you an enthusiastic person eager for your next role? Could you fulfil a vital support function within a busy office?
You will be working as part of the team at a highly respected Appointed Representative of St. James's Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.
The Role: Technical Administrator
You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
You will manage and collate key data for reports and portfolio reviews
Dealing with enquiries and correspondence from clients and providers
Managing the database of clients and diary management for the Partner and Advisors
You will be preparing new business handovers and liaising with SJP admin teams
Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.
The Person: Technical Administrator
To be considered for this role you will need:
Proven work experience as a Technical Administrator or within an office support role. Financial Services experience is useful but not essential
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.
The Rewards:
Collaborative working environment
The chance to extend your skills and experience
Joining a motivated team that works hard to make a success of this Practice.
The company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.
St. James's Place plc (SJP) is a leading, a highly regarded FTSE...
Technical Administrator in Cheltenham employer: Burgh Recruitment
St. James’s Place plc is an exceptional employer, offering a dynamic work environment where high-quality financial planning meets outstanding client service. With a strong focus on employee development and a culture that values collaboration and innovation, you will have ample opportunities for professional growth while contributing to a meaningful client journey in the heart of the financial sector.
