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Senior Administrator Remote Working - Bristol, United Kingdom - Burgh Recruitment Limited
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Description
Senior Technical Administrator (including some Report writing)Salary:
£35,000 + Bonus and extensive benefits package including 5% ER Pension, Vitality vouchers and Flexi-working hours.
This is a full-time (35 hours), office-based role.
We operate a flexi-working hours policy where everyone is required to be in the office between 10am and 3pm Monday to Friday.
Working as part of the team at Bryant Associates Wealth Management Ltd who are a Senior Partner Practice of St.
Jamess Place Plc.Jamess Place Senior Partner Practice.
You will be based in Thornbury, with flexible working available across our locations, writing reports in respect of the business generated by the Financial Advisers within the Practice and managing cases through to completion.
The Role:
Senior Technical Administrator
Preparing suitability letters and illustrations
You will have the opportunity to progress with professional development and qualifications
Assisting Junior Administrators to understand the processes and systems.
The Person:
Senior Technical Administrator
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
Jamess 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.
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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