Technical Administrator Location: Epsom / Leatherhead and surrounds Salary: Highly Competitive plus bonus Working as part of the team at an Appointed Representative of St. James s Place Plc. An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James s Place Partner Practice. You will be based in Epsom, writing reports in respect of the business generated by the Financial Advisers within the Practice. This Partner is well established and highly successful. The Role: Technical Administrator As a Technical Administrator you will be working alongside the Partner, and will include gathering and analysing financial information, including portfolio data, to support client reviews and recommendations Checking CFR s Collating Client Information Preparing Suitability Letters and illustrations (Reviews and New Business) Managing cases to completion Working with internal processing systems, you will be given full training on the relevant IT systems Ensuring that the business obtained is being processed compliantly and in a timely way Liaising with third parties on a daily basis You will have the opportunity to progress within the SJP Accreditation framework Assisting in client servicing e.g. withdrawals and tax calculations The Person: Technical Administrator This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who ..... full job details .....