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Burgh Recruitment Ltd
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Skipton, North Yorkshire
Graduate - Trainee Technical Administrator
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Job Type: Full-time |
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Salary: £23,000 per annum |
Overview
Graduate - Trainee Technical Administrator Location: Skipton Remuneration Package: Depending on experience, between £23,000 and £25,000, as well as a discretionary bonus, pension, wellbeing allowance, death in service, PMI and generous holiday entitlement. For the right candidate benefits could increase rapidly over time. Extensive opportunities for training, including the Diploma in Financial Planning through the CII, are also available. A highly successful wealth management firm, dealing in high-net-worth clients, is looking for a motivated and enthusiastic individual to join its dynamic team. This is a superb opportunity to join an ambitious company and work for a technically inspiring Director. The firm, which is based in Skipton and Leeds, offers a fantastic working environment with a real emphasis on teamwork. The firm is an Appointed Representative of St. James’s Place Wealth Management plc and as such is able to offer a framework which supports personal progression and development. St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 £110bn. The Role - Graduate - Trainee Technical Administrator The Graduate Technical Administrator will play a key role within the business by: Supporting the case management and business submission process through the preparation and submission of client reports, analysis and technical documentation Processing of client investments Managing of third party suppliers to ensure client investments are processed accurately and efficiently Supporting the transfer of historical pensions and investments Dealing with compliance related queries Liaising with clients to resolve queries. This is an exciting and challenging role for someone looking to develop a career as either an Advisor or Paraplanner within financial services. Please be aware of the following career development opportunities: SJP Paraplanner Academy A structured 12 month programme established to develop individuals within SJP Partner Practices to become Diploma Qualified Paraplanners who are able to support the advice process from beginning to end. The Person - Graduate - Trainee Technical Administrator The firm requires a confident and mature individual who is able to demonstrate the following criteria: A degree in a subject that demonstrates strong written and analytical skills Strong organisational skills and ability to ensure strict deadlines are adhered to Excellent client-facing skills, with the ability to communicate effectively and in a professional manner over the telephone, via email and face-to-face Knowledge of, and / or experience of working in the financial services sector Strong numeracy and analytical skills An excellent level of literacy and the ability to write clear and concise reports The ability to follow and develop processes Excellent initiative, motivation and perseverance An ability to produce work to a high standard of accuracy with a strong attention to detail. 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. Please ensure that as you apply you are taken to the application site for Burgh Recruitment who are supporting the recruitment of this role for this SJP Practice.