Job Title

Technical Administrator - Financial Services Location - Cheltenham - hybrid working patternSalary - Up to £38,000 + Bonus / BenefitsAn excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees. You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.The Role: Technical Administrator - Financial Services The role offers variety and challenge, including but not limited to:You will be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the PracticeSubmitting new business and fund transfers using bespoke softwareSending out correspondence and requesting detailed information for Pension Transfer cases Carrying out fund switches and financial calculations for clients using specific systems and processesYou will need to ensure that business obtained is being processed in a timely wayYou will be setting up the clients' annual reviews and be able to produce the review lettersYou will be responsible for managing Salesforce and keeping all client details up to dateThe Person: Technical Administrator - Financial Services This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a ‘can do’ working style. You may have started studying for your Level 4 Diploma in Financial Services or be keen to do so.You have been working in Financial Services for several years for a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and developYou have excellent IT and communication skills, are highly organised and can make decisionsIdeally you will have used the Salesforce CRM systemYou are a self-starter and able to work with little or no supervisionMost importantly, you are confident in dealing with Clients and third parties with total discretionSt. 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 £190.2bn. 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.