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Technical Administrator – Financial Advice / Wealth Management

Recruitment Revolution
£25,000 - £28,000 DOE, Pension, flexible working hours, regular social events
Closing date
16 Aug 2021
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Job Details

Excellent opportunity for a candidate with administrative experience gained within a IFA or Wealth Management firm to join a trusted St. James's Place partner practice.

Role Info:

Technical Administrator – Financial Advice / Wealth Management Practice
Hampshire / Remote Flex
£25,000 – £28,000 DOE
Plus Pension, flexible working hours, regular social events

The Role:

Reporting to the Paraplanning Manage, the Administrator works as part of the technical team supporting the Paraplanning Team, the Principal Partner and other Financial Advisers within the Practice.

General duties:

+ Assist with preparation of files for client meetings for existing client review meetings and sign up meetings
+ Prepare all first appointment files
+ Processing withdrawals; including calculations to determine the best withdrawal option
+ Processing switches
+ Sending out Letters of Authority to clients, chasing for return, sending them to providers and chasing for information, as well as providing regular updates to clients
+ Keep Paraplanners and Advisers up to date with the progress of LOA chasing/information received
+ Updating files following review meetings
+ Sending out review meeting follow up letters
+ Responding to general client queries
+ Responding to general queries
+ Submission of applications for cash business
+ Preparing simple illustrations
+ Writing Suitability Reports for simple investment business such as ISAs
+ Submission of compliance documentation
+ Chasing pipeline as and when required by the paraplanning team
+ General scanning and filing
+ Liaising with the paraplanning team regarding any files/paperwork/action required with business sign up
+ Keep Advisers up to date with all administration tasks
+ Keep up to date with any new procedures, compliance, changes to business submission procedures and head office communications
+ Application submissions as and when required during busy periods
+ Ensuring adequate supplies of SJP literature/letterhead/envelopes are maintained at all times
+ Seminar and ACM attendance as an when required
+ Attending training workshops and undertaking webinars required for learning and development

Qualities & Skills:

+ Previous experience in a similar role
+ Good level of basic technical knowledge; specifically in relation to the taxation of investments, Capital Gains Tax and Inheritance Tax
+ Knowledge of St. James’s Place systems and procedures an advantage
+ Excellent communication skills
+ The ability to balance conflicting demands in a calm and friendly manner
+ Ability to work autonomously and within a team
+ Analytical with precise attention to detail
+ Ability to accurately transpose information
+ Experience in maintaining systems, processes and procedures
+ Up to date knowledge of regulation and legislation

Sounds like a good fit? Apply here for a fast-track path to the Hiring Manager.

Application notice… We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect we may contact you by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details.

If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.


We’re Talent Acquisition Specialists that founded change in 2005. Since then we’ve helped over 2500 clients grow, prosper and lead.

# Our Story

Frustrated by poor experiences with traditional agencies, our founders (just two regular candidates), decided that the outdated industry needed modernising and a new balance of power. In 2005, a new kind of agency model was born, putting the client and candidate at the heart of the experience whilst removing the pushy sales, schmooze and high fees.

# What makes us different?

Aside from a sensible fee model, custom technology and a direct unhindered path to candidates we…

…don’t sell candidates and we don’t sell jobs: we facilitate relationships and champion the process of ‘organic hiring’ to help create stronger and longer-lasting engagements.

# Who we work with

With an industry reputation for delivering results we are the go-to talent finders for over 2500 clients. We work with everyone from tech start-ups to global brands who all demand the best service and talent.

From business owners hiring 2 people a year to Internal Recruiting teams hiring 200+ people a year, RR sources talent across all sectors and levels.

# Reputation

Our expertise have also been called upon by some of the leading job boards including the UK’s No1.

Recruitment Revolution is a member of the REC with a 100% compliance pass rate and holds a Feefo 5* Gold Award for Service.

For more information please contact Team RR on 0800 294 3113 or visit

Find Us
Castle Hill House
12 Castle Hill
United Kingdom
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