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- Tasks: Prepare financial reports and manage client information for Wealth Managers.
- 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: Make a real impact in the finance sector while developing your skills.
- Qualifications: Experience in administration and strong attention to detail required.
- Other info: Dynamic office environment with supportive team culture.
The predicted salary is between 24000 - 36000 £ per year.
Location: Newton le Willows, WA12 (In Office)
Salary: Up to £30,000 pa
Hours: Monday-Friday 9:30am - 4:30pm
This is an excellent opportunity for a professional and experienced Technical Administrator to work within a highly successful Partner Practice of St. James's Place Plc. You will be based in Newton le Willows, producing and writing reports in respect of the ongoing service provided by the Financial Advisers within the Practice. This Partner Practice is well established and highly successful.
Role:
- Preparing and checking Client Financial Reviews
- Collating client information
- Preparing illustrations
- Preparing ongoing advice reports
- 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 within specific timescales
- Liaising with third parties on a daily basis
You will have the opportunity to progress within the SJP Accreditation framework.
Technical Administrator / Financial Report Writer in Newton-le-Willows employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Administrator / Financial Report Writer in Newton-le-Willows
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and administration sectors. You never know who might have a lead on a job or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to financial reporting and client management. Confidence is key, so rehearse until you feel ready to shine!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Technical Administrator / Financial Report Writer in Newton-le-Willows
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Administrator role. Highlight your experience with financial reports and any relevant IT systems you've used. 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 Partner Practice. Share specific examples of your past work that relate to the responsibilities listed in the job description.
Showcase Your Attention to Detail: As a Technical Administrator, attention to detail is key. In your application, mention instances where your meticulousness made a difference, especially in preparing reports or managing client information. We love seeing that level of care!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Burgh Recruitment
✨Know Your Stuff
Make sure you understand the role of a Technical Administrator and the specifics of financial report writing. Brush up on relevant terminology and processes, as well as the services provided by St. James's Place Plc. This will show that you're not just interested in the job, but that you’re genuinely prepared.
✨Showcase Your Skills
Prepare examples from your past experiences that highlight your ability to manage cases, prepare reports, and liaise with clients or third parties. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewers to see your capabilities in action.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, the team you'll be working with, and the specific IT systems you'll be using. This not only shows your interest but also helps you gauge if the company is the right fit for you.
✨Dress the Part
Since this is an in-office role, make sure to dress professionally. A smart appearance can boost your confidence and create a positive first impression. Remember, you want to convey that you take the opportunity seriously and are ready to represent the company well.
