Administrator - Financial Services

Are you an enthusiastic experienced Administrator 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 Plc. The practice works with individuals, families, and business owners to provide high-quality financial planning and wealth management advice.

The Rewards:
Collaborative working environment. The chance to extend your skills and experience. Joining a motivated team that works hard to make a success of this Practice. The company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.

• Dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
• Managing and collating key data for reports and portfolio reviews
• Dealing with enquiries and correspondence from clients and providers
• Managing the database of clients and diary management for the Partner and Advisors
• Processing new business and liaising with SJP admin teams
• Preparing Client reports and suitability letters (liaising with administrators in the team)

• Proven work experience as an Administrator or within an office support role
• Experience with SJP systems (Salesforce, ibusiness etc) would be beneficial
• Excellent customer service and the ability to build rapport and manage client relationships
• Strong attention to detail and ability to problem solve and think on your feet
• Good time management and planning skills, with the ability to plan your work
• Strong working knowledge of Excel, Word, and other Microsoft Office programs
• Confident in dealing with colleagues, third parties and can work with total discretion

St. James s Place plc (SJP) is a leading, 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 £216.94bn. 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.