Technical Administrator - Leeds, United Kingdom - Burgh Recruitment Ltd (Financial Services)

Burgh Recruitment Ltd (Financial Services)

Verified Company

Leeds, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Technical Administrator (Report writing)

Location:
North Leeds (some hybrid working available)**
Salary: £28,000 - £32,000 (Dependent on Experience) plus bonus
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 Leeds, 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:
Technical Administrator
As a Technical Administrator you will be working for alongside the Financial Advisers,

You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice
You will be a point of contact for clients and third parties dealing with general enquiries
You will be responsible for business submission using bespoke software
You will ensure that business obtained is being processed in a timely way and within Compliance guidelines

Your role will include:

Checking CFR's
Collating client information
Dealing with client queries
Preparing suitability letters and illustrations
Managing cases to completion
Working with internal processing systems. You will be given full training on the relevant IT systems
You will have the opportunity to progress within the SJP Accreditation framework.

The Person:
Technical Administrator

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 selfstarter and happy working with little or no supervision
Ideally, you have been working for an IFA or in a Wealth Management environment and you may be working towards Level 4 DipPFS qualification or may have already achieved it
Alternatively, you may be FPC qualified and/or have significant industry experience
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.

St.

James's Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 £148.4bn.