Technical Administrator (Report writing)
Location: Between Cirencester and Stroud (GL6)
Salary: Highly competitive
Hours: Full time or part time
Working as part of the team at an Appointed Representative of St. James’s Place Plc.
An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James’s Place Partner Practice. You will be writing reports in respect of the business generated by the Financial Advisers within the Practice. The Practice can be flexible on working hours and location for the right candidate.
This Partner is well established and highly successful.
The Role: Technical Administrator
As a Technical Administrator your role will include:
o Checking CFR’s
o Collating client information
o Preparing suitability letters and illustrations
o Managing cases to completion
o Working with internal processing systems. You will be given full training on the relevant IT systems
o Ensuring that the business obtained is being processed compliantly and in a timely way
o Liaising with third parties on a daily basis
o You will have the opportunity to progress within the SJP Accreditation framework.
The Person: Technical Administrator <...