Technical Administrator

  • Job Reference: 361
  • Date Posted: 19 August 2019
  • Recruiter: CF30 Consulting Ltd
  • Location: Hook, Hampshire
  • Salary: £24,000 to £28,000
  • Sector: Administration, Client Services
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

Technical Administrator – Financial Services

An excellent opportunity has arisen for a Technical Administrator to work within a highly successful St. James’s Place Financial Planning Partner Practice, the role will be based at their Hampshire offices.

As a Technical Administrator you will be working within a small adviser support team and your role will include:

  • You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice.
  • Collating client information.
  • Assisting with the production of suitability letters and illustrations.
  • You will assist with business submission using bespoke software.
  • Managing cases to completion.
  • Working with internal processing systems. You will be given full training on the relevant IT systems.
  • Ensuring that the business obtained is being processed compliantly and in a timely way.
  • You will be a point of contact for clients and third parties dealing with general enquiries. Liaising with third parties on a daily basis.
  • You will have the opportunity to progress within the SJP Accreditation framework.

 Required skills/ experience:

  • Ideally, you have been working for an IFA or in a Wealth Management environment, for several years. A relevant qualification such as the FPC or progress towards the Level 4 Diploma would be an advantage but is not essential.
  • Alternatively, you may be FPC qualified and/or have significant industry experience.
  • You will need to have experience of the administration of IHT, Pension and 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.

Salary £24,000 - £28,000 depending on experience and qualifications.

Please submit your CV today and one of consultants will contact you within 2 working days to discuss your application.