Customer Service Administrator

4 days ago

Knutsford, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

**Administrative Assistant**

**Location: Knutsford**

**Salary: Up to £28,000**

**Are you an enthusiastic Administrative Assistant 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 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.

The company fosters 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: Administrative Assistant**
- 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 enquires 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: Administrative Assistant**

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 useful 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.

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 £150bn. This business is well established and highly successful.

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