Financial Services Administrator
Location: Leighton Buzzard, LU7
Salary: Up to £35,000, depending on experience
We are a small, family run financial advice and wealth management firm, part of the St. James's Place network. We are looking for a professional and personable Administrator to join the team and become the 'operational backbone' of the practice, supporting the advisers and helping deliver a smooth, high quality client experience from first enquiry through to onboarding, implementation, and ongoing reviews.
You will take ownership of key admin workflows, keep records and client files in excellent order, liaise with providers, and help ensure our exemplary client service standards are met consistently across the full client lifecycle.
The Role: Financial Services Administrator
1. You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
2. You will manage and collate key data for reports and portfolio reviews
3. Dealing with enquiries and correspondence from clients and providers
4. Managing the database of clients and diary management for the Partner and Advisers
5. You will be processing new business and liaising with SJP admin teams
6. Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast p...