Jobs

    Technical Administrator - Cheltenham, United Kingdom - Burgh Recruitment Ltd

    Burgh Recruitment Ltd
    Burgh Recruitment Ltd Cheltenham, United Kingdom

    2 weeks ago

    Default job background
    permanent Accounting / Finance
    Description

    Technical Administrator Position at St. James's Place Plc

    Location: Cheltenham (GL50)

    Salary: Highly competitive with potential for 10% annual bonus, plus income protection, critical illness and death in service employee benefits

    Hours: Full time

    Joining the team at a St. James's Place Partner Practice in Cheltenham town center, this role offers a fantastic opportunity for a professional individual to contribute within a people-centric business setting.

    Key Responsibilities:

    • Preparing letters, presentations, and reports
    • Documenting all necessary information for Partner's meetings
    • Maintaining accurate client records
    • Interacting with third parties on a daily basis
    • Communicating with clients via phone and email
    • Managing business flow through the Practice

    This role includes initial training to acquire new skills, setting a strong foundation for a career in Financial Services Practice, with prospects for advancement within the SJP Accreditation framework.

    Desired Skills and Experience:

    • Excellent verbal and written communication abilities
    • Keen attention to detail and proficient IT skills
    • Effective problem-solving capabilities
    • Self-motivated with proven experience in office management
    • Comfortable interacting with clients and third parties with discretion
    • Prior work experience in administration, Financial Services, or relevant field

    St. James's Place Plc (SJP) is a prominent FTSE 250 Wealth Management company, providing Investment and Retirement products to a High Net Worth clientele. With over £179bn in managed funds, SJP is a well-established and thriving business. Applicants will undergo standard Financial and Identity checks as part of the recruitment process.

    About St. James's Place Plc:

    St. James's Place Plc (SJP) is an esteemed Wealth Management entity, offering a wide array of financial solutions to a discerning client base. With its substantial funds under management, SJP stands as a key player in the industry.



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