Please see below for our current vacancies
How to apply
Please email your CV together with a covering letter to Ian.firstname.lastname@example.org
Please see below for full details of our Technical Administrator vacancies.
Job title: Technical Administrator
Salary: Highly competitive salary and benefits
An exciting new opportunity has arisen for a Technical Administrator to join a busy team within Swann Financial Consultancy who are a highly successful Appointed Representative of St. James’s Place Wealth Management Plc.
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. St. James’s Place Wealth Management has funds under management in excess of £116bn.
The Practice has been highly successful and experienced year on year growth since it was established in 2006. This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.
As part of a growing Admin team, you will be providing vital support to the Partner and a team of wealth Advisers; researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports for client meetings, including provision of a high level of technical support. You will need to ensure that the business obtained is being processed compliantly and in a timely manner involving work with internal processing systems.
You will have knowledge of and demonstrable experience in an IFA or Wealth Management environment. You will hold the Level 4 Diploma in Financial Services, be FPC qualified or have considerable industry experience in business processing and submission. You will be articulate, numerical and have experience of administration in the areas of Inheritance Tax Planning, Pensions, Investments and Protection as well as composing accurate suitability letters. You must be able to show initiative, have excellent IT skills and be a strong communicator. As you will have contact with clients, it is essential that you are professional and confident in dealing with third parties, have excellent communication skills and can work with total discretion.
All information you send to us will be kept in line with current data protection requirements. Swann Financial Consultancy is committed to equality and values diversity in our team. We welcome and encourage applications from all candidates in line with the Equality Act 2010.
Should your application be successful, an offer of employment will be subject to a Financial and Identity check, satisfactory references and proof of eligibility to live and work in the UK.