Technical Administrator / Paraplanner

Location: Coventry (CV3)

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.

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