Junior Technical Adviser

Description

Job title: Junior Technical Adviser

Location: Knightsbridge/ Hybrid

Salary: £30,000- £40,000 per annum (DoE) + benefits

Contract: Permanent / Full-time

Are you an enthusiastic Junior Technical Adviser eager for your next role? Could you fulfil a vital support function within a busy office?

You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Wealth Management Plc. The company provides bespoke financial advice and services to executives, managers, families and entrepreneurs.

The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients.

The Role - Junior Technical Adviser

As part of our growing team, you will work closely with an experienced technical adviser to provide essential paraplanning support across the Practice.

Your responsibilities will include –

* Researching financial products, investment strategies, and planning solutions

* Conducting tax calculations; and preparing detailed financial planning and recommendation reports for client meetings.

* This is a technical role that requires attention to detail and strong analytical skills.

* You will be responsible for ensuring that all business is processed compliantly and efficiently using internal systems.

* Tasks will include writing annual review letters, preparing new business cases, processing withdrawals, updating CFRs, and conducting tax calculations.

* A willingness to expand your technical knowledge, including the ability to write full replacement cases if required, is essential.

The Person - Junior Technical Adviser

You will have a minimum of three years' experience working within a St. James’s Place (SJP) environment and a strong understanding of the paraplanner’s role. Ideally, you will hold the Level 4 Diploma in Financial Planning or be actively working toward full qualification.

* You are someone who thrives under pressure, is highly organised, and can manage multiple tasks to a high standard.

* You are articulate, numerate, and experienced in financial services administration, particularly in areas such as Inheritance Tax Planning, Pensions, Investments, and Protection.

* You will have a proven ability to write accurate and compliant suitability letters.

* Strong initiative, excellent IT skills, and clear, confident communication are key to this role.

* As you will have client contact, professionalism, discretion, and the ability to liaise effectively with third parties are essential.

* Experience using Voyant and Analytics would be advantageous but is not essential.

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 £198.5bn. 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.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment

Ad ID: 5417130299