Job Description
Financial Services Administrator
Location: Oakham (LE15)
Salary: Up to £35k, depending on experience
Are you an enthusiastic Financial Services 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 company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.
The company strive to create a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.
he Role: Financial Services Administrator
* You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
* You will manage and collate 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
* 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: Financial Services Administrator
To be considered for this role you will need:
* Proven work experience as an Administrator or within an office support role. Financial Services experience is desirable but not essential
* 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
* 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.
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.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 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 £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.