Senior Administrator

Senior Administrator

Location: Gravesend, Kent

Salary: Highly Competitive with excellent benefits and bonus

Hours:
Full time, office based

An excellent opportunity has arisen for a professional and experienced Senior Administrator to work for a highly successful Partner Practice of St. James s Place Wealth Management plc.

Reporting to the Business and Operations Manager you will be part of a fast-paced team managing the work generated by the Advisors and supporting the Admin team as required.

You will be providing a high level of administrative support and an excellent level of customer service to clients of the Practice including:

• Supporting the Practice s ongoing expansion plans and administrative goals
• A pro-active and structured approach to supporting the Practice s client servicing and administration needs
• Identifying opportunities to improve the client service level for the Practice as a whole, and suggesting new ideas to help improve the service the Practice provides to the client
• Adhering to service level standards for the Practice
• Checking client files prior to meetings to assess current holdings and any opportunities, ahead of the meeting.
• Preparing critical yield calculations and other technical calculations to assess viability of cases or client situations.
• EBS processing and creating Advice sets, uploading documentation ready for submission.
• Providing high level service to clients; responding to their queries and needs in a timely, professional manner and providing support with any ad hoc issues that arise.
• Preparing straight forward Suitability Reports and New Business Reports and issuing to Clients
• Client servicing such as appointment making, Salesforce administration and keeping CFRs up to date

This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a can do working style.

• Relevant experience in Wealth Management, SJP experience would be a great advantage for the role.
• Excellent IT and communication skills, are highly organised and can make decisions
• A flexible and proactive approach to workload and day to day requirements of the business
• Enjoy working within an administrative/processing role and experience of dealing with HNW individuals.
• Well organised and able to think outside the box, and maybe have an interest in working towards achieving Level 4 Diploma in Financial Services
• A Strong team player and likes working as part of a small team.
• Excellent attention to detail
• Good knowledge of all Microsoft Office products i.e. Word, Excel, Outlook and Salesforce CRM
• It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion

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.

St. James s Place plc (SJP) is a leading, a highly regarded FTSE 250 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 £240.8bn. This business is well established and highly successful.