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Adviser Assistant

4 months ago

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

**Adviser Assistant**

**Location**:Cheltenham office based, hybrid post 3 months’ probation.

**Salary**:Highly competitive plus a potential 10% bonus per annum and employee benefits.

**Hours**:Full time 35 hours per week.

An excellent opportunity has arisen for a professional person to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals and Business Owners.
You will be an integral part of a great team managing the clients and business generated by the Adviser, using your administrative expertise.

You will have the opportunity to progress within the SJP Accreditation framework, gaining further qualifications, knowledge, and skills to help you develop an interesting and meaningful career.

**The Role: Adviser Assistant**

The role offers variety and challenge, including but not limited to:

- You will be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information
- Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Adviser
- Sending out correspondence and requesting detailed information to ceding providers
- Carrying out fund switches and financial calculations for clients using specific systems and processes
- You will need to ensure that business obtained is processed in a timely way
- You will be setting up the clients' annual reviews and be able to produce the review letters
- You will be responsible for managing Salesforce and keeping all client details up to date.

**The Person: Adviser Assistant**
- This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a ‘can do’ working style
- You have been working in Financial Services for several years, ideally for a St. James's Place Partner Practice and have good all-round knowledge
- You have excellent IT and communication skills, are highly organised and can make decisions
- Ideally you will have used the Salesforce CRM system
- You are a self-starter and able to work with little or no supervision
- Most importantly, you are confident in dealing with Clients and third parties with total discretion
- You will ideally have previous experience but training in some of these areas can be provided

St. James’s Place Wealth Management 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.