We are looking to recruit an experienced Financial Services Administrator who will support the day to day running of our busy office.
Responsibilities
* First point of contact for clients/providers queries
* To assist in the day to day running of the practice
* To request and collate information from third party providers
* To upload information onto computer systems ie: Salesforce, iBusiness and SharePoint, including meeting notes and confidential financial review data from client meetings
* General administration in line with St James's Place (SJP) systems and compliance regulations
* Completing review letters after client meeting have taken place
* Administration of client requests e.g. encashments, valuations, Trust documents and change of addresses
* Liaising with the Practice Manager to ensure the completion of all tasks
Qualities and skills:
* The ability to balance conflicting demands in a calm and friendly manner
* Ability to work professionally and follow practice etiquette
* Adaptable to meet practice requirements
* An ability to pay attention to detail
* Ability to accurately transpose information
* Maintain up to date knowledge of SJP practices, product changes, compliance changes etc
* Proficiency in the use of MS Office 365 cloud-based IT packages
Job Types: Permanent, Part-time
Pay: Up to £21,000.00 per year
Expected hours: 25 – 30 per week
Benefits:
* Company pension
* On-site parking
Experience:
* Administrative: 1 year (required)
Work authorisation:
* United Kingdom (required)
Work Location: In person