Senior Technical Administrator (including some Report writing)
Location: Thornbury (Bristol), with other locations at Chipping Sodbury & Wotton-under-Edge.
Salary: £35,000 + Bonus and entensive 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:
1. Checking CFR’s
2. Collating client information
3. Preparing suitability letters an...