Exciting opportunity to join our friendly and dynamic team in Hartley Wintney. We are a busy St. James's Place Wealth Management practice seeking a part time Administrator to support our existing Administration team and advisers.
This is an office based role with flexibility to work 3 full days per week or 4 or 5 shorter days. We are open to offering a hybrid arrangement upon successful completion of the probationary period.
General duties
* Preparation of files for client meetings for existing client review meetings and sign up meetings
* Preparation of first appointment files
* Processing withdrawals; including calculations to determine the best withdrawal option
* Processing fund switches
* Sending out Letters of Authority to clients, chasing for return, sending them to providers and chasing for information, checking information as well as providing weekly updates to clients. Completion of checklists and plan summaries
* Review meeting follow up to include fund switches, CFR updates, withdrawals and review compliance documentation and records
* Keep Paraplanners and Advisers up to date with the progress of LOA chasing/information received
* Responding to general client queries
* Responding to general SJP queries
* General scanning and filing
* Answering phones
* Liaising with the paraplanning team regarding any files/paperwork/action required with business sign up
* Keep Advisers up to date with all administration tasks
* Keep up to date with any new procedures, compliance, changes to business submission procedures and head office communications
* Application submissions as and when required during busy periods
* Reception and phone cover as and when required
* Seminar and ACM attendance as and when required
* Attending training workshops and undertaking webinars required for learning and development
* Any other tasks as required by the Practice Manager or Managing Director
Qualities and skills
* Previous experience in a similar role
* Good level of basic technical knowledge; specifically in relation to the taxation of investments, Capital Gains Tax and Inheritance Tax
* Knowledge of St. James's Place systems and procedures an advantage
* Excellent communication skills
* The ability to balance conflicting demands in a calm and friendly manner
* Ability to work autonomously and within a team
* Analytical with precise attention to detail
* Ability to accurately transpose information
* Experience in maintaining systems, processes and procedures
* Up to date knowledge of regulation and legislation
Please note that the salary shown has already been pro-rated for part time hours and is dependent on experience.
Job Type: Part-time
Pay: £16.00-£18.00 per hour
Expected hours: 24 per week
Benefits:
* Casual dress
* Company events
* Company pension
* Financial planning services
* Free parking
* On-site parking
* Sick pay
Application question(s):
* Do you have any experience within the Financial Advice sector?
Experience:
* Administrative: 2 years (preferred)
Language:
* English (required)
Work authorisation:
* United Kingdom (required)
Work Location: In person