Technical Administrator
Location: Cheltenham (GL50)
Salary: Highly Competitive + Bonus
Hours: Full time, office based (Hybrid working pattern available)
An excellent opportunity has arisen for a professional Technical Administrator to join this friendly and proactive St. Jamess Place Partner Practice, who specialise in meeting the financial needs of Professionals and Business Owners.
You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.
You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.
The Role: Technical Administrator
The role offers variety and challenge, including but not limited to:
1. 2. You will be the Go To' person for Advisers, their clients and third parties dealing with general enquiries, and chasing providers for information
3. Providing a high level of administrative support while maintaining an excellent level of customer service
4. Sending out correspondence and requesting detailed information for replacement business
5. Carrying out fund switches and financial calculations for clients using specific syste...