Technical Administrator

Part Time Technical Administrator

Reporting to the Practice Manager, the Technical Administrator works as part of the Admin team supporting the Managing Director, Director and other Financial Advisers within the Practice.

This is a part time role for 24 hours a week, which can be worked as 3 full days, or 4/5 shorter days. The role is fully office based and there is a potential for this to become a full time role in the future.

General duties

• Preparation of files for client meetings for existing client review meetings and sign up meetings
• Prepare first appointment files
• Processing withdrawals; including calculations to determine the best withdrawal option
• Processing fund switches
• Sending out Letters of Authority to clients, chasing for return, sending them to providers and chasing for information, checking information as well as providing weekly updates to clients. Completion of checklists and plan summaries
• Review meeting follow up to include fund switches, CFR updates, withdrawals and review compliance documentation and records
• Keep Paraplanners and Advisers up to date with the progress of LOA chasing/information received
• Responding to general client queries
• Responding to general SJP queries
• Answering phones
• 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
• Reception and phone cover as and when required
• Seminar and ACM attendance as and when required
• Attending training workshops and undertaking webinars required for learning and development
• Any other tasks as required by the Practice Manager or Managing Director

Qualities and skills

• Previous experience in a similar role desired
• Good level of basic technical knowledge; specifically in relation to the taxation of investments, Capital Gains Tax and Inheritance Tax desired
• 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

• The 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 desired