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. James s 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.

The Role: Technical Administrator / Financial Report Writer
As a Technical Administrator you will be working for several busy Wealth Managers (Financial Advisers) and your role will include:

• • 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.

The Person: Technical Administrator / Financial Report Writer

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, and you have good demonstrable financial services knowledge and experience
  • Ideally you have used the CRM, Salesforce
  • You will need to have experience of the administration of IHT, Pension and Investment products, ideally with a good knowledge of Trust roles and Trust Deed wording
  • 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.

If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career.
The application process is straightforward, and we personally review every application as they come in.

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 £220.0bn. 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.

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