Job Description
Senior Administrator
Salary - Up to £40,000 (depending on experience) Bonus and Benefits
Location – Hybrid
Working as part of the team at an Appointed Representative of St. James’s Place Plc.
An excellent opportunity has arisen for a professional and adaptable Senior Administrator to join a St. James’s Place Partner Practice is based in London.
The Senior Administrator will be managing the work generated by the Partner and providing ongoing top-level support to Clients
The Role: Senior Administrator
Reporting to the Partner, this role is varied and interesting, as you will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice, including:
* Managing the Partners diary, client meetings, client reviews and the processing of all business through the Practice.
* Being first point of contact for clients and third parties dealing with both general and technical enquiries
* Setting up clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections and valuations, including any compliance documentation
* Responsibility 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 contribution portfolios
* Tracking the Business Pipeline, providing regular updates to the Partner and Clients, always ensuring seamless communication
The Person: Senior Administrator
To be the ideal candidate for this role you will need:
* Senior administrative experience within a St. James’s Place Partner Practice and good all-round knowledge which you are looking to expand and develop.
* An understanding of Investments, Pensions, and other financial planning products
* Experience of producing high quality client correspondence including review letters and draft suitability Reports
* Experience of managing workflow, systems and procedures
* Experience of Salesforce client management system
* Experience of managing client accounts with a natural flair for building rapport and effective working relationships
* Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
* Professionalism and confidence in dealing with people, working with total discretion at all time
St. James’s 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.