Technical Administrator & Basic ParaplanningHybrid role, working 2 days from Lombard Street (Bank, London)Salary: £28,000 - £38,000 You will be supporting the Partner of relatively new and growing advice practice, with ambitions of becoming the next generation of highly successful SJP advice practices over the next couple of years. The practice has a lot of younger clients in technology, the creative industries and also in the music and entertainment industry. It therefore has a less corporate and more down to earth approach than some other wealth management practices.

The role:

• Processing new business from start to finish
• Using salesforce & all admin associated with annual review meetings
• Liaising with head office admin to ensure things run smoothly
• Handling the letter of authority process and docusigns
• Handling client requests such as withdrawals or pausing monthly contributions
• Updating fact finds
• Updating OPAL/VOYANT
• Fund switches

Paraplanning: Ideally the right person will have experience in this area, or will be keen to learn this within 6- 12 months

• ISA and pension suitability letters
• Top up suitability letters
• Basic CYC
• Basic pension transfer suitability letters
• Experience dealing with business assurance

The Person:

To be considered for this role you will need:

• SJP experience in most admin tasks
• Preferably SJP experience in basic paraplanning tasks
• Strong attention to detail
• Able to problem solve and work independently
• Good time management
• Highly productive in a working from home and office environment, with a great work ethic
• Highly organised and able to manage lots of tasks at once
• Motivated to be the best you can be and dedicated to professional development.

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 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 £179bn. This business Is well established and highly successful. 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.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.