Technical Client Servicing Manager Job in RG14, Newbury, West Berkshire. Apply for the latest RG14, Newbury, West Berkshire jobs in Accounting/Financial/Insurance.
Technical Client Servicing Manager Job in RG14, Newbury, West Berkshire
Job Description
Technical Client Servicing Manager
Location: Newbury (work from home Fridays)
Salary: Up to £40k plus bonus, depending on experience
An excellent opportunity has arisen for a professional and experienced Technical Client Servicing Manager to join a highly successful St. James’s Place Partner Practice.
You will be a key part of the Client review process, working closely with the Partner, providing technical support, gathering information, and producing detailed reports on a wide variety of financial planning solutions. As the go-to individual for technical queries, you will need experience of administration of IHT and/or Pension and/or Investment products. Your duties will focus on covering the full client journey.
Team fit and a positive approach to work/life balance is very important, so the ideal candidate will be like-minded and enjoy being part of a small team that work together.
The Role: Technical Client Servicing Manager
* Checking CFR’s
* Collating client information
* Preparing suitability letters and illustrations
* Working with internal processing systems. You will be given full training on the relevant IT systems
* Liaising with third parties on a daily basis
The Person: Technical Client Servicing Manager
This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who is highly organised, enjoys using their initiative and who has a ‘can do’ working style.
It is essential that you are a self-starter and happy working with little or no supervision.
* You will have previous experience in a similar role, and have been working for an IFA or in a Wealth Management environment
* Ideally you hold the Level 4 Dip PFS qualification or are working towards obtaining it
* You will need to have experience of the administration of IHT and/or Pension and/or Investment products
* You will have the opportunity to further extend your qualifications with full support from the Practice or progress within the SJP Accreditation framework.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you press 'Submit' at the bottom of your application. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
St. James’s Place 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 £142.3bn.
This business Is well established and highly successful
Job Type: Permanent, Full Time
Location: RG14, Newbury, West Berkshire
Category: Accounting/Financial/Insurance
City: Newbury
County: Berkshire
Country: United Kingdom
Salary: £30000 – £40000/annum + bonus (dependent on experience)
Benefits: bonus (dependent on experience)
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