Financial Services Administrator
Location: Old Windsor
Salary: Up to £30,000 depending on experience plus a discretionary bonus of up to 10% of salary
Hours - Full time, hybrid working available
Are you an enthusiastic Financial Services 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. Jamess Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.
The company strive to create 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: Financial Services Administrator
You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
You will manage and collate 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
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: Financial Services Administrator
To be considered for this role you will need:
Proven work experience as an Administrator or within an office support role. Financial Services experience is desirable
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
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.
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.
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 funds under management in excess of £198.5bn. 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.
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.
TPBN1_UKTJ