Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Advisers by preparing reports and managing client information.
- Company: Join a top FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Enjoy hybrid working, competitive salary, and performance bonuses.
- Why this job: Be part of a successful team, gain valuable experience, and make a real impact.
- Qualifications: Level 4 Dip PFS or equivalent experience in Wealth Management is preferred.
- Other info: Standard financial and identity checks will be conducted for successful candidates.
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
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.
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
Familiarise 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 watching tutorials to get a good grasp of its functionalities.
✨Tip Number 2
Brush up on your knowledge of investment and retirement products, especially those relevant to high net worth clients. This will not only help you in the role but also impress during any interviews.
✨Tip Number 3
Network with professionals in the wealth management sector. Attend industry events or join online forums to connect with others who can provide insights or even referrals to the position.
✨Tip Number 4
Prepare to discuss your experience with IHT, pensions, and investment products in detail. Be ready to share specific examples of how you've successfully managed cases or dealt with technical queries in the past.
We think you need these skills to ace Technical Administrator / Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Technical Administrator/Paraplanner. Familiarise yourself with the key tasks such as preparing suitability letters, managing cases, and dealing with technical enquiries.
Tailor Your CV: Customise your CV to highlight relevant experience in financial services, particularly in IFA or Wealth Management environments. Emphasise any qualifications like Level 4 Dip PFS or FPC, and showcase your proficiency with CRM systems like Salesforce.
Craft a Strong Cover Letter: Write a compelling cover letter that reflects your understanding of the role and your enthusiasm for working with St. James’s Place. Mention specific skills that align with the job description, such as your ability to provide excellent customer service and manage client interactions.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally. A polished application reflects your attention to detail.
How to prepare for a job interview at St. James's Place Wealth Management
✨Know Your Technical Stuff
As a Technical Administrator or Paraplanner, you'll need to demonstrate your understanding of investment and retirement products. Brush up on the key concepts and be ready to discuss how you've applied this knowledge in previous roles.
✨Showcase Your Organisational Skills
This role requires excellent organisational abilities. Prepare examples of how you've managed multiple tasks or projects simultaneously, especially in a fast-paced environment. Highlight your experience with CRM systems like Salesforce.
✨Prepare for Client Interaction Scenarios
Since you'll be dealing with clients and third parties, think about how you would handle various client scenarios. Be ready to discuss your approach to maintaining discretion and providing excellent customer service.
✨Demonstrate Your Initiative
The job description mentions being a self-starter. Prepare to share instances where you've taken the initiative in your previous roles, whether it was improving processes or solving problems independently.
