Technical Financial AdministratorLocation: Cheltenham (GL53) - Hybrid (3 days office / 2 WFH)

Full-time (9-day fortnight working pattern) Salary: up to £35,000 (DoE) + 25 days hols + Benefits

An exciting opportunity has become available for an experienced, capable, and motivated Technical Financial Administrator to join the team at a well-established and highly regarded Partner Practice of St. James’s Place.

This role combines providing high level technical administrative support to the practice along with direct client interaction. You will be playing a vital part in ensuring seamless delivery of bespoke financial services and a positive client experience.

With a strong reputation for delivering tailored financial advice, the firm supports a diverse client base including professionals, private individuals, business owners, and those in retirement. In this key role, you will provide vital administrative support to ensure the smooth handling of client business generated by the Advisers. Working as part of a collaborative and friendly team, your attention to detail and organisational skills will help maintain the high standards of service the practice is known for.

Key Responsibilities

• Client Contact - Act as a primary point of contact for clients on administrative and transactional matters
• Onboarding of new clients, ensuring accurate data entry
• Liaising with third-party providers and admin centres to resolve client queries
• Co-ordinating and supporting on all aspects of the client review process to ensure ongoing regulatory compliance
• Preparing, processing, and following up on all pre - and post-meeting documentation and action points
• Assisting with cash flow modelling and analysis (when required)
• Processing and monitor any client transactions, including fund switches, income requests and withdrawals
• Producing technical drawdown illustrations and withdrawal letters when required
• Processing Letters of Authority (LOAs), liaising with ceding schemes, clients, and advisers
• Business Submission - co-ordinate and support in all aspects of the business submission process to ensure ongoing regulatory compliance
• Preparation of illustrations and drafting suitability letters

Skills & experienceYou will be a confident, professional, and personable individual who thrives in a fast-paced, client centric environment and has a strong understanding of financial processes with the context of investment and adviser services.

• Previous experience in a financial administration essential.
• Good understanding of financial products and services (e.g. ISAs, pensions, bonds, trusts, investment platforms).
• Strong working knowledge of CRM systems (Salesforce knowledge an advantage)
• High level of accuracy, discretion, and attention to detail.
• Excellent interpersonal and communication skills, with a client-first mindset.
• Confident managing multiple tasks and deadlines independently, while being a supportive team player.
• Willingness to develop technical knowledge

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 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 £188.6bn. 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.

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