Client Services Team Administrator

2 weeks ago

Cirencester, United Kingdom St. James's Place Full time

St. James's Place (SJP) works in partnership to plan, grow and protect our clients’ financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do. We believe in the value of difference and know that diverse teams can help us problem solve and innovate for clients.

We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves.

**Location**: Cirencester Office 2 days per week and 3 days remote

**Workplace Type**: Hybrid

**Employment Type**:Permanent

**Seniority**:Associate

Due to expansion and growth, we have a brand-new opportunity for a team administrator to join our Client Services Division, where you will provide administration support via the services we offer to our Partnership and Field Management Teams (FMT) and wider business.

Who we are looking for:
A confident and personable individual, with a passion for providing the highest levels of support and delivering exceptional service. Excellent attention to detail and written English and verbal skills. Organised and supportive by nature, who has excellent relationship-building skills and understands the importance of efficiency and organisation. A standout colleague who wants to get things right and can thrive in an exciting and varied environment with a degree of resilience.

**Responsibilities**:

- Maintain support for various administration tasks, which might include travel, appointments, valuation, and transaction summaries.
- Educate and collaborate closely with others, highlighting trends and client queries.
- Refer live cases and concession requests for resolution.
- Assist our Product Teams to support Service Improvement Recommendations.
- Checking and approving divisional spend and invoices.
- Helping to maintain and update organisation chart changes, telephone call paths, and pick-up groups as required.
- Support two Divisional Directors with diary management, appointments, and travel bookings.

Special Requirements:

- Proficiency in Microsoft Outlook, Excel, and PowerPoint is essential.
- Excellent attention to detail and organisational skills.
- A flair for systems and a desire to learn.

**What's in it for you?**
- Private Medical paid for by Company.
- Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.*
- Non-Contributory Pension - 10% (increasing with length of service up to 15%) with further pension matching.
- Parental leave - 6 months full pay
- 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday
- Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)

**Flexible Working**
We know that everyone works best in different ways, at different times and in different environments. We have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours. Our people are encouraged to work in a flexible way that suits their lifestyle, so please ask the question and start a conversation

**Reasonable Adjustments**

**What's next?**

Our team will be in touch. As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.

LI-HYBRID

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