Financial Services Administrator (Part-time)
Location Ilkley, Leeds (LS29)
Salary - £35,000 FTE
Hours: 25-30 per week, hybrid working (in office and working from home)
Are you an enthusiastic PSS Administrator with experience of working in an SJP Partner Practice, and ready for a new challenge?
You will be keeping the Practice running smoothly and providing administrative support to the Advisers in this busy SJP Partner Practice.
The Role: Financial Services Administrator
You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
You will be a point of contact for clients and third parties dealing with both general and technical enquiries
You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections, and valuations, including any compliance documentation
Liaising with external Paraplanners to progress cases
You will be responsible for managing Salesforce and keeping all client details up to date
Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contributions, along with preparing the review letter itself
Tracking the Business Pipeline, providing regular updates to both Clients and Advisers.
The Person: Financial Services Administrator:
The ideal candidate will have:
1 - 2 years' proven work experience as an Administrator within a St James's Place Partner Practice
Excellent customer serviceskills 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
Strong working knowledge of Excel, Word, and other Microsoft Office Programs
It is essential that you are confident in dealing with colleagues,third parties andcan workwith total discretion.
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 client funds under management in excess of £220.0bn
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.
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