Administrator - Financial Services

Administrator - Financial Services

Location:

Colchester, Essex
Salary:
Up to £30,000 DOE

Hours:

Full or part time considered
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.

The Role:

Administrator - Financial Services
 
* You will be 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
 
* You will be processing new business and liaising with SJP admin teams
 
* Preparing Client reports and suitability letters (liaising with administrators in the team)
 
* Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.

The Person :
Administrator - Financial Services
To be considered for this role you will need:
 
* 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 be able 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
 
* It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.
St. James’s 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 £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.
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