Technical Administrator​/Financial Report Writer

Technical Administrator / Financial Report Writer

Location - Newton le Willows, WA12 (In Office)

Salary - Up to £30,000 pa

Hours - Monday-Friday 9.30am - 4.30pm

This is an excellent opportunity for a professional and experienced Technical Administrator to work within a highly successful Partner Practice of St. Jamess Place Plc. You will be based in Newton le Willows, producing and writing reports in respect of the ongoing service provided by the Financial Advisers within the Practice.

This Partner Practice is well established and highly successful.

Technical Administrator / Financial Report Writer

• Preparing and checking Client Financial Reviews
• Collating client information
• Preparing illustrations
• Preparing ongoing advice reports
• 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 within specific timescales
• Liaising with third parties on a daily basis

You will have the opportunity to progress within the SJP Accreditation framework.

You will have the opportunity for career progression over time to undertake paraplanning responsibilities if this is in line with your aspirations.

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 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 for a number of years, with good demonstrable financial services knowledge and experience.
• Experience of the administration of IHT, Pension and Investment products, ideally with a good knowledge of Trust roles and Trust Deed wording.
• Experience of dealing with third parties and working with total discretion.
• Experience with CRM, Salesforce, and other relevant systems.
• Strong numeracy, IT proficiency, and a high level of organisation.
• Confidence in client communication and the ability to work independently.

St. Jamess Place plc (SJP) is a leading, 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 £198.5bn. 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.