Technical Administrator
Location: Elstree
Salary: Up to £40,000 (DoE)
Working as part of the team at an Appointed Representative of St. Jamess Place Plc.
An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. Jamess Place Partner Practice.
You will be writing reports in respect of the business generated by the Financial Advisers within the Practice.
This Partner is well established and highly successful.
The Role: Technical Administrator
As a Technical Administrator you will be working for the Partner Practice and your role will include:
* Checking CFRs
* Collating client information
* Preparing suitability letters and illustrations
* Managing cases to completion
* Working with internal processing systems. You will be given full training on the relevant IT 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 within the SJP Accreditation framework.
The Person: Technical Administrator
This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional indi...