Administrator - Financial Services

St. James's Place Wealth Management • Permanent • Colchester, Essex, England, United Kingdom • £28k - £30k / year • 1d ago

Administrator - Financial Services

Location: Colchester, Essex

Salary: Up to £30,000 DOE

Hours: Full or part time considered

Are you an enthusiastic experienced 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. James’s Place Plc. The practice works with individuals, families, and business owners to provide high-quality financial planning and wealth management advice.

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.

The company fosters 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: Administrator - Financial Services

You will be dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
Managing and collating 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
Preparing Client reports and suitability letters (liaising with administrators in the team)
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: Administrator - Financial Services

To be considered for this role you will need:

Proven work experience as an Administrator or within an office support role
Experience with SJP systems (Salesforce, ibusiness etc) would be beneficial
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 with the ability to plan your work
Strong working knowledge of Excel, Word, and other Microsoft Office Programs
It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.

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 £216.94bn. 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.

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