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- Tasks: Support Financial Advisers by preparing reports and managing client information.
- Company: Join a successful FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Enjoy hybrid working options, competitive salary, and performance bonuses.
- Why this job: Be part of a dynamic team, gain valuable experience, and make a real impact on clients' financial goals.
- Qualifications: Ideal candidates are IT proficient, organized, and have experience in wealth management or IFA environments.
- Other info: Candidates will undergo standard Financial and Identity checks upon offer.
Technical Administrator / Paraplanner
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
Location: Market Bosworth (CV13)
Hours: Full time, Hybrid working is an option
Salary: £30,000 to £40,000 + Bonus, dependent on experience
Working as part of an Appointed Representative of St. James’s Place Plc. The Practice is well established and highly successful.
An excellent opportunity has arisen for a professional and experienced Technical Administrator or Paraplanner to work within a highly successful St. James’s Place Partner Practice, providing clients with a range of investment and retirement products and solutions to meet their financial goals and objectives.
You will be responsible for writing reports in respect of the business generated by the Financial Advisers within the Practice. You will be providing technical expertise to support and assist in this process, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. There may be opportunities to attend client facing meetings with an adviser from time to time.
The Role: Technical Administrator
As a Technical Administrator you will be working with the Director and Financial Adviser your varied role will include:
* Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
* Preparing suitability letters and illustrations and investment reports
* Collating client information in preparation for annual reviews
* Managing cases to completion, working with internal processing systems.
* Utilising Salesforce to efficiently organise and document client interactions, accurately recording relevant information and enhancing communication processes within the team.
* Ensuring that the business obtained is being processed compliantly and in line with agreed timelines
* Issuing and following up on Letters of Authority with clients and third parties
* Submitting and progressing post review actions such as fund switches, withdrawals, changes to contribution portfolios
* Dealing with technical enquiries on behalf of the Director and Adviser, and liaising with third parties on a daily basis
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 parties and can work 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.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green \’apply to this job\’ at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment
Technical Administrator / Paraplanner employer: St. James's Place Wealth Management
Contact Detail:
St. James's Place Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Administrator / Paraplanner
✨Tip Number 1
Familiarize yourself with Salesforce, as it's a key tool for this role. If you haven't used it before, consider taking an online course or tutorial to get comfortable with its features and functionalities.
✨Tip Number 2
Brush up on your knowledge of investment and retirement products, especially those relevant to high net worth clients. This will help you demonstrate your expertise during interviews and show that you're ready to hit the ground running.
✨Tip Number 3
Prepare to discuss your experience in dealing with technical queries and client interactions. Think of specific examples where you've successfully managed complex situations, as this will highlight your problem-solving skills.
✨Tip Number 4
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even referrals to help you land this job.
We think you need these skills to ace Technical Administrator / Paraplanner
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Technical Administrator / Paraplanner position. Understand the key responsibilities and required qualifications, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial services, particularly in roles related to administration, paraplanning, or working with investment products. Mention specific tools like Salesforce if you have experience using them.
Craft a Strong Cover Letter: Write a personalized cover letter that showcases your enthusiasm for the role and the company. Address how your skills and experiences align with the responsibilities outlined in the job description, particularly your ability to manage cases and provide technical support.
Follow Application Instructions: When applying, make sure to follow the specific instructions provided in the job listing. This includes ticking the Privacy Policy box and clicking the correct application button on the Burgh Recruitment site. Double-check your application for completeness before submission.
How to prepare for a job interview at St. James's Place Wealth Management
✨Showcase Your Technical Knowledge
Be prepared to discuss your understanding of investment and retirement products. Highlight any relevant experience you have in dealing with IHT, pensions, or investment administration, as this will demonstrate your capability to handle technical queries effectively.
✨Demonstrate Your Organizational Skills
Since the role requires managing cases to completion and liaising with various teams, share examples from your past experiences where you successfully organized tasks or projects. This will show that you can maintain a high level of administrative support while ensuring compliance.
✨Familiarize Yourself with Salesforce
As the job involves using Salesforce for client interactions, make sure you understand its functionalities. If you have prior experience with CRM systems, be ready to discuss how you utilized them to enhance communication and organization within your team.
✨Prepare for Client Interaction Scenarios
Since there may be opportunities to attend client meetings, think about how you would handle different client scenarios. Practice articulating your approach to providing excellent customer service and maintaining discretion when dealing with sensitive information.
