Financial Services Administrator

Financial Services Administrator

Location:

Summertown, North Oxford

Hours:

9am - 5pm fully office based

Salary:
Highly competitive + bonus and benefits

Are you an enthusiastic Financial Services Administrator who could fulfil a vital support function as part of the team at a highly respected Appointed Representative of St. Jamess Place Plc. (SJP)

This is a varied, fast-paced and rewarding role requiring great attention to detail, excellent communication skills, and the ability to manage a varied workload while maintaining exceptional client service standards.

You will be working closely with Advisers, Paraplanners, and the Administration team in this SJP Partner Practice to ensure the smooth delivery of all business processes and client servicing requirements.

As the Financial Services Administrator you will be responsible for:

• Supporting a busy Practice with a range of administrative tasks
• Managing client communications and maintaining accurate records
• Assisting with reports, portfolio reviews, and new business processing
• Diary and database management

The ideal experience, skills and behaviours you possess are:

• Excellent face-to-face and telephone client interaction skills, the ability to build rapport swiftly and provide quality support to agreed standards and timescales
• Calm ...