Technical Administrator

Technical Administrator

Technical Administrator

Burgh Recruitment Ltd

Reed

Cheltenham, Gloucestershire

2 hours ago

No application

About

Technical AdministratorLocation: Cheltenham (GL50) Salary: Highly Competitive + BonusHours: 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. James’s 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 AdministratorThe role offers variety and challenge, including but not limited to:You will be the ‘Go To' person for Advisers, their clients and third parties dealing with general enquiries, and chasing providers for informationProviding a high level of administrative support while maintaining an excellent level of customer serviceSending out correspondence and requesting detailed information for replacement businessCarrying out fund switches and financial calculations for clients using specific systems and processesCollaborating with colleagues and Advisers to a professional and positive wayYou will need to ensure that business obtained is being processed in a timely wayYou will be setting up the clients' annual reviews and be able to produce the review lettersYou will be responsible for managing Salesforce and keeping all client details up to dateThe Person: Technical AdministratorThis is an interesting and challenging role that would suit a positive and professional individual who enjoys using thei