Job Description
Senior Administrator
Location - Birmingham
Salary - Highly Competitive
Hours - Full-time - In Office
Working as part of the team at an Appointed Representative of St. James’s Place Plc.
An excellent opportunity has arisen for a professional Senior Administrator to work in a highly successful Partner Practice.
You will be part of a fast-paced team managing the work generated by the Partner and offering support to the wider team as required.
The Role: Senior Administrator
* Providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice.
* Acting as a point of contact for clients and third parties dealing with general enquiries.
* Responsible for business submission using bespoke software.
* Ensuring that business obtained is being processed in a timely way.
* Completing tasks within a timely manner due to the nature of the business.
You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework.
The Person: Senior Administrator
This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and has a ‘can do’ working style.
* Experience working in Financial Services for several years with good all-round knowledge which you are looking to expand and develop.
* Excellent IT and communication skills, highly organised, and able to make decisions.
* Ideally, experience using the CRM Salesforce.
* A self-starter able to work with little or no supervision.
* Confident in dealing with third parties and able to work with total discretion.
* A relevant qualification such as the FPC or progress towards the Level 4 Diploma would be an advantage but is not essential.
St. James’s Place plc (SJP) is a leading and highly regarded FTSE 250 Wealth Management company that 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 £184.4bn. 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.
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