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Technical Administrator / Paraplanner, Royal Wootton Bassett
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Client:
Burgh Recruitment Ltd (Financial Services)
Location:
Royal Wootton Bassett, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
88dd4df5d988
Job Views:
3
Posted:
05.05.2025
Expiry Date:
19.06.2025
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Job Description:
Technical Administrator / Paraplanner
Location: Royal Wootton Bassett
Salary: Up to £40,000 depending on qualifications and experience + excellent benefits
Hours: Full time, office based
Working as part of the Paraplanning team at a highly successful and award winning SJP Partner Practice
An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James’s Place Partner Practice.
Recognised as Chartered SJP Practice of the year, they are committed to creating an inclusive workspace and supporting the personal development of their employees.
You will be joining a proactive and dynamic team supporting the Financial Advisers within the Practice.
The Role: Technical Administrator / Paraplanner
As a Technical Administrator your role will include:
* Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
* Preparing suitability letters and illustrations and investment reports
* Collating client information in preparation for annual reviews
* Managing cases to completion, working with internal processing systems.
* Utilising Salesforce to efficiently organise and document client interactions, accurately recording client interactions and enhancing communication processes within the team.
* Ensuring that the business obtained is being processed compliantly and in line with agreed timelines
* Issuing and following up on Letters of Authority with clients and third parties
* Submitting and progressing post review actions such as fund switches, withdrawals, changes to contribution portfolios
* Dealing with enquiries on behalf of the Partner, and liaising with third parties on a daily basis,
Technical Administrator / Paraplanner
Location: Royal Wootton Bassett
Salary: Up to £40,000 depending on qualifications and experience + excellent benefits
Hours: Full time, office based
Working as part of the Paraplanning team at a highly successful and award winning SJP Partner Practice
An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James’s Place Partner Practice.
Recognised as Chartered SJP Practice of the year, they are committed to creating an inclusive workspace and supporting the personal development of their employees.
You will be joining a proactive and dynamic team supporting the Financial Advisers within the Practice.
The Role: Technical Administrator / Paraplanner
As a Technical Administrator your role will include:
* Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
* Preparing suitability letters and illustrations and investment reports
* Collating client information in preparation for annual reviews
* Managing cases to completion, working with internal processing systems.
* Utilising Salesforce to efficiently organise and document client interactions, accurately recording client interactions and enhancing communication processes within the team.
* Ensuring that the business obtained is being processed compliantly and in line with agreed timelines
* Issuing and following up on Letters of Authority with clients and third parties
* Submitting and progressing post review actions such as fund switches, withdrawals, changes to contribution portfolios
* Dealing with enquiries on behalf of the Partner, and liaising with third parties on a daily basis,
You will have the opportunity to study for further qualifications to support your career development.
The Person: Technical Administrator / Paraplanner
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 self-starter and happy working with little or no supervision
* Ideally, you will have SJP experience or have been working in a Wealth Management environment.
* You may already have the Level 4 Dip PFS qualification or are working towards obtaining it.
* Ideally you have used Salesforce, and have a strong working knowledge of Microsoft office applications
* 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, a highly regarded FTSE 100 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 £188.6bn. This business is well established and highly successful.
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.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
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