Client Services / Technical AdministratorLocation - TonbridgeHours - Full-time / Hybrid working (2-3 days in office)Salary - Up to £40,000 (depending on experience) + Bonus, Pension + Benefits Are you an enthusiastic Client Services / Technical Administrator with experience in a St. Jamess Place Partner Practice and looking for a new challenge?Working full time as part of the team this is an outstanding new opportunity within a highly successful SJP Partner Practice.The team pride themselves in providing an exceptional service to their clients and this role represents an exciting opportunity for the right person to join them, contributing positively to both the client experience and the overall success of the business.The Role - Client Services / Technical AdministratorThe role of the Client Services / Technical Administrator is to provide support to the Practice in the delivery of all aspects of the client relationship and administration.As a key member of the team, youll work closely with colleagues to deliver high-quality, administrative, and technical support.Key Tasks and ResponsibilitiesWorking closely with Advisers and the team to ensure a smooth and efficient client journey from initial meeting through to ongoing review.You will be the Go To' person for clients and third parties dealing with requests for valuations, withdrawals, fund switches, general enquiries, and chasing providers for funds and informationPreparing meeting agendas, meeting packs, and supporting documentation for all client meetings (initial, review, and presentation), ensuring all relevant data and compliance documentation is accurate andcompleteGathering and analysing financial information, including portfolio data, to support client reviews and recommendationsOwnership of post-meeting actions, including updating client records, CFR,advice records, and ensuring all follow-up tasks and agreed actions are monitored and progressed through to completion.Preparing suitability reports for straightforward cases using AI-supported tools, ensuring outputs are accurate, compliant, and aligned with the Advisers recommendationsManaging Salesforce and keeping all client details up to dateThe Person - Client Services / Technical AdministratorThis is an interesting and challenging role for a positive and professional self-starter who enjoys using their initiative, is collaborative and has a can do working style.You have experience in working a St. James's Place Partner Practice and have a strong understanding of the financial planning principles, including investments, pensions and cashflow modelling.You will be comfortable operating in a fast-paced, client-focused environment, be highly organised and detail-oriented.You may be working towards relevant professional qualifications or be interested to do so.You have excellent IT skills, and are confident using tools such as Sofi, Voyant and Financial Express AnalyticsMost importantly, you will be proactive, dependable and take pride in delivering a high standard of work, contributing positively to both the client experience and the overall success of the business.If this role sounds like a good fit for you, we'd love to hear from you. The application process is straightforward, and we personally review every application.St. Jamess 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 £220.0bn. 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.JBRP1_UKTJ