Technical Administrator
Location: Epsom / Leatherhead and surrounds
Salary: Highly Competitive plus bonus
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 based in Epsom, 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: Technical Administrator
As a Technical Administrator you will be working alongside the Partner, and will include gathering and analysing financial information, including portfolio data, to support client reviews and recommendations
Checking CFR's
Collating Client Information
Preparing Suitability Letters and illustrations (Reviews and New Business)
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
Assisting in client servicing e.g. withdrawals and tax calculations
The Person: Technical Administrator
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 partie...
Technical Administrator (Financial Services) in Epsom 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.
