Technical Financial Administrator

Technical Financial Administrator Location: Cheltenham (GL53) – Hybrid (3 days office / 2 WFH) Full-time (9-day fortnight working pattern) Salary: up to £35,000 (DoE) + 25 days hols + Benefits An exciting opportunity has become available for an experienced, capable, and motivated Technical Financial Administrator to join the team at a well-established and highly regarded Partner Practice of St. Jamess Place. This role combines providing high level technical administrative support to the practice along with direct client interaction. You will be playing a vital part in ensuring seamless delivery of bespoke financial services and a positive client experience. With a strong reputation for delivering tailored financial advice, the firm supports a diverse client base including professionals, private individuals, business owners, and those in retirement. In this key role, you will provide vital administrative support to ensure the smooth handling of client business generated by the Advisers. Working as part of a collaborative and friendly team, your attention to detail and organisational skills will help maintain the high standards of service the practice is known for. Key Responsibilities Client Contact – Act as a primary point of contact for clients on administrative and transactional matters Onboar…