Burgh Recruitment
Technical Administrator (Financial Services)
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Technical Administrator
Location: Epsom / Leatherhead and surrounds
Salary: Highly Competitive plus bonus
Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James’s Place Partner Practice.
You will be based in Epsom, writing reports in respect of the business generated by the Financial Advisers within the Practice. This Partner is well established and highly successful.
The Role
As a Technical Administrator, you will be working alongside the Partner, and will include:
- Gathering and analysing financial information, including portfolio data, to support client reviews and recommendations
- Checking CFR’s
- Collating Client Information
- Preparing Suitability Letters and illustrations (Reviews and New Business)
- 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
- Liaising with third parties on a daily basis
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
You will have the opportunity to progress within the SJP Accreditation framework. Assisting in client servicing, e.g., withdrawals and tax calculations.
The Person
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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
About the Company
St. James’s 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 £240.8bn. 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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location