Login to Apply

Technical Administrator – Financial Services

Location - Cardiff

Salary - Highly Competitive + Bonus

Hours - Full-time

A unique opportunity has arisen for a Technical Administrator to join a highly successful specialist Cardiff based Practice, who are an Appointed Representative of St. James Place Plc

You will be supporting the Financial Planning Manager and the private and corporate clients of the Practice, including SME business owners, professional sportspeople and exiting business owners.

Key responsibilities are to ensure the support provided both externally and internally is of, and to the highest level.

The role will include some basic/low level Paraplanning along with administrative duties. You will be a point of contact for clients and third parties dealing with general enquiries. You will be responsible for business submission using bespoke software.

You will be preparing letters, presentations and reports for Client Review meetings, creating individualised Client reports including analysis of investment performance

Completion of critical yield, annual allowance, and carry forward calculations.

Technical Administrator requirements:

* You should be an experienced Technical Administrator with great report writing / technical skills

* You will have proven experience of working within a Wealth Management or Financial Services environment. St. James’s Place experience is desirable but not essential.

* Level 4 Diploma is desirable but not required if you have good previous experience in a similar role

* You will have experience of Life, Pension and Investment products

* You have excellent IT and communication skills, are highly organised and can make decisions

* Ideally, you have used the CRM Salesforce

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 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 £184.4bn. 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