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.
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 Person: Technical Administrator
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 £240.8bn. 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.
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Technical Administrator in Cheltenham employer: Confidential
As a leading employer in the data centre operations sector, we offer an exceptional work environment that prioritises employee growth and development. Our collaborative culture fosters innovation and accountability, while our commitment to safety and operational excellence ensures that you will be part of a team that values your contributions. With opportunities for international travel and the chance to lead critical operations across the EMEA region, this role provides a unique platform for impactful leadership and career advancement.
