Technical Administrator / Financial Report Writer
Location - Newton le Willows, WA12 (In Office)
Salary - Up to £30,000 pa
Hours - Monday-Friday 9.30am - 4.30pm
This is an excellent opportunity for a professional and experienced Technical Administrator to work within a highly successful Partner Practice of St. Jamess Place Plc. You will be based in Newton le Willows, producing and writing reports in respect of the ongoing service provided by the Financial Advisers within the Practice.
This Partner Practice is well established and highly successful.
The Role: Technical Administrator / Financial Report Writer
As a Technical Administrator you will be working for several busy Wealth Managers (Financial Advisers) and your role will include:
1. Preparing and checking Client Financial Reviews
2. Collating client information
3. Preparing illustrations
4. Preparing ongoing advice reports
5. Managing cases to completion
6. Working with internal processing systems, you will be given full training on the relevant IT systems
7. Ensuring that the business obtained is being processed compliantly and within specific timescales
8. Liaising with third parties on a daily basis
9. You will have the opportunity to progress within the SJP Accreditation framework
10. You will have the opport...