Client Servicing Administrator

3 weeks ago

Dudley West Midlands, United Kingdom St. James's Place Wealth Management Full time

Client Servicing Administrator Location: Annitsford, Cramlington Salary: Competitive with excellent benefits and bonus Hours: Full Time An excellent opportunity has arisen for a proactive and resourceful Client Servicing Administrator to join the team at Sleight Wealth Management Ltd, who are a well-established and successful Partner Practice of St. James’s Place Plc. (SJP) Ideally you will have been working in Financial Services and have a good all-round knowledge which you are looking to expand and develop. The Role: Client Servicing Administrator As part of a fast-paced team, you will be responsible for liaising with existing clients to schedule review meetings in line with the Client Servicing requirements.

  • You will be making appointments for the Partners and Advisors, and preparing reports and associated documentation
  • You will be dealing with a wide variety of administrative tasks so will need time management, organisational and planning skills
  • You will be managing the database of clients and the diaries of the Partner and Advisors
  • You also will help to plan and deliver on various marketing activities for the Practice.
The Person: Client Servicing Administrator This is an interesting and challenging role that would suit a confident, resilient, and professional individual who enjoys using their initiative and someone who has a positive, sales orientated working style
  • You will enjoy a client facing role and have the ability to build rapport swiftly
  • You will need excellent written communication skills; and a broad experience of Microsoft Office (Outlook, Word, Excel)
  • You’ll be a self-starter and with the ability to work with little or no supervision, and a creative approach to problem solving.
  • It is essential that you are confident in dealing with third parties and can work with total discretion
St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 £168bn. 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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