Administrator - Financial Administrator

1 month ago

Chorley Lancashire, United Kingdom St. James's Place Wealth Management Full time €25,000

Financial Administrator
Location: Clayton-Le-Woods, Chorley (PR6)
James’s Place Wealth Management Plc. An excellent opportunity has arisen for a Financial Administrator to work for a successful, growing, Partner Practice. You will be part of a fast-paced team and will be employed by the Practice with full training and support provided.
The Role - Financial Administrator
This role will require the individual to undertake case preparation activities in support of the financial advisers’ work, including the collation and analysis of information through contacting third parties by telephone, producing illustrations and valuations, preparation of client files for meetings and production of client reports. Contacting third party providers by telephone to obtain information
Meeting and greeting clients
Answering and directing phone calls
Managing the database of clients and spreadsheets of workflow
Typing letters for clients and providers
Full training on the relevant internal systems will be given.
About You - Financial Administrator To be considered, you will need:

GCSEs in Maths and English Grade C or above
Excellent time management, prioritisation and planning skills
Enthusiasm for becoming an authority on the financial planning options for clients
Strong working knowledge of Excel, Word, and other Microsoft Office programs
James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which manages a range of Investment and Retirement products and financial solutions. 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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