Posted in: Finance in South West England | Posted: |
Senior Technical Administrator (including some Report writing)
Location: Thornbury (Bristol), with other locations at Chipping Sodbury & Wotton-under-Edge.
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. Other contractual hours can be worked between 7am and 7pm.
Working as part of the team at Bryant Associates Wealth Management Ltd who are a Senior Partner Practice of St. James’s Place Plc.
An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James’s 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.
Bryant Associates Wealth Management is well established and highly successful, operating since 1995.
The Role: Senior Technical Administrator
As a Technical Administrator your role will include:
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* Checking CFR’s
* Collating client information
* Preparing suitability letters and illustrations
* Managing cases to completion
* Working with internal processing systems
* Ensuring that the business obtained is being processed compliantly and in a timely way
* Liaising with third parties on a daily basis
* 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
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.
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* It is essential that you are a self-starter and happy working with little or no supervision
* Ideally, you will SJP system experience, or have been working for an IFA or in a Wealth Management environment and you hold the Level 4 Dip PFS qualification or are working towards obtaining it
* Alternatively, you may be FPC qualified and/or have significant industry experience
* 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
* 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
* SJP Platinum PSS Accreditation preferably.
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 £150bn.
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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