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For Companies At a Glance
- Tasks: Be the go-to person for clients, managing enquiries and providing top-notch admin support.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation in financial services.
- Benefits: Enjoy a hybrid working pattern, competitive salary, bonuses, and great corporate perks.
- Why this job: This role offers variety, challenges, and the chance to grow your skills in a supportive team.
- Qualifications: Ideal candidates are organised, proactive, and have experience in Financial Services or are studying for Level 4 Diploma.
- Other info: Candidates will undergo standard Financial and Identity checks upon offer.
The predicted salary is between 22800 - 42000 £ per year.
Technical Administrator – Financial Services
Location – Cheltenham – hybrid working pattern
Salary – Up to £38,000 + Bonus / Benefits
An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.
You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.
The Role: Technical Administrator – Financial Services
The role offers variety and challenge, including but not limited to:
- You will be the ‘Go To\’ person for clients and third parties dealing with general enquiries, and chasing providers for funds and information
- Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
- Submitting new business and fund transfers using bespoke software
- Sending out correspondence and requesting detailed information for Pension Transfer cases
- Carrying out fund switches and financial calculations for clients using specific systems and processes
- You will need to ensure that business obtained is being processed in a timely way
- You will be setting up the clients\’ annual reviews and be able to produce the review letters
- You will be responsible for managing Salesforce and keeping all client details up to date
The Person: Technical Administrator – Financial Services
- This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
- You may have started studying for your Level 4 Diploma in Financial Services or be keen to do so.
- You have been working in Financial Services for several years for a St. James\’s Place Partner Practice and have good all-round knowledge which you are looking to expand and develop
- You have excellent IT and communication skills, are highly organised and can make decisions
- Ideally you will have used the Salesforce CRM system
- You are a self-starter and able to work with little or no supervision
- Most importantly, you are confident in dealing with Clients and third parties with total discretion
St. James’s Place plc (SJP) is a leading, a 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 £190.2bn. 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.
Technical Administrator - Financial Services employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Administrator - Financial Services
✨Tip Number 1
Familiarise yourself with the specific software and systems mentioned in the job description, especially Salesforce. If you have experience with similar CRM systems, be ready to discuss how those skills can transfer.
✨Tip Number 2
Showcase your customer service skills by preparing examples of how you've effectively handled client inquiries or resolved issues in previous roles. This will demonstrate your ability to be the 'Go To' person for clients.
✨Tip Number 3
Research St. James’s Place and their approach to financial services. Understanding their values and client base will help you align your answers during any interviews and show your genuine interest in the role.
✨Tip Number 4
Prepare to discuss your organisational skills and how you manage multiple tasks efficiently. Think of specific instances where you successfully prioritised work to meet deadlines, as this is crucial for the role.
We think you need these skills to ace Technical Administrator - Financial Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and administrative roles. Emphasise your familiarity with Salesforce and any specific software mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your proactive approach and how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, focus on your IT and communication skills, organisational abilities, and decision-making capabilities. Provide examples of how you've successfully managed client relationships and administrative tasks in the past.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Technical Administrator role.
How to prepare for a job interview at Burgh Recruitment
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services, especially if you have experience with St. James's Place. Be prepared to discuss specific products and services they offer, as well as any recent industry trends.
✨Demonstrate Your Administrative Skills
Since the role requires strong administrative capabilities, be ready to share examples of how you've successfully managed tasks in previous positions. Highlight your experience with software like Salesforce and any bespoke systems you've used.
✨Showcase Your Customer Service Experience
This position involves a lot of client interaction, so prepare to discuss how you've handled client enquiries and maintained high levels of customer service in past roles. Use specific examples to illustrate your approach.
✨Exhibit Your Organisational Skills
The ability to stay organised is crucial for this role. Be ready to explain your methods for managing multiple tasks and deadlines, and how you ensure that all client details are kept up to date and processed efficiently.
