Technical Administrator/Report Writer

Technical Administrator/Report Writer

Location: London

Salary: Up to £45,000 per annum Bonus (depending on experience)

Working as part of the team at an Appointed Representative of St. James’s Place Wealth Management Plc.

An excellent opportunity has arisen for a Technical Administrator/Report Writer to work within a highly successful Wealth Management practice based in London.

You will be joining the fast-paced team and working alongside the Advisers and Paraplanner in ensuring suitability reports are completed to an excellent standard and in a timely manner.

The Role: Technical Administrator/Report Writer

You will be working within a busy team and your role will include:

• Preparing illustrations and suitability letters for both new advice and ongoing plans
• Working with team to prepare cash flow management tools and use of FE systems
• Assisting existing functions with a variety of support tasks within paraplanning team
• Managing cases to completion and working with internal processing systems
• You will need to ensure that the business obtained is being processed compliantly and in a timely manner
• You will be given full training on the relevant IT systems
• There is scope for progression within this role to become Diploma qualified (if not already) and be on the journey towards becoming a Chartered Paraplanner.

The Person: Technical Administrator/Report Writer

This is an interesting and challenging role that would suite a confident, literate, numerate, IT proficient and professional individual who enjoys using their initiative and who has a ‘can do’ working style.

• You have good all-round knowledge which you are looking to expand and develop
• You will be working towards your Diploma qualification or intending to start your studies immediately
• You will have some experience working within a Wealth Management Firm or IFA practice
• You are highly organised, self-motivated and can demonstrate initiative with good attention to detail
• You are IT proficient and have excellent English language and grammar skills. You are able to communicate effectively
• Some report writing experience is preferred but not essential

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 £198.5bn.

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.