Financial Services Administrator

1 week ago

Woking, United Kingdom Burgh Recruitment Ltd Full time

Financial Services AdministratorLocation: Chobham, Surrey (GU24)Salary: Up to £25,000, depending on experience Full time - 8.30am-5.00pm

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.

The 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 AdministratorTo 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 £179bn. 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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