Financial Services Administrator

5 days 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 Administrator



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