Administrator

5 days ago


Ormskirk, United Kingdom Burgh Recruitment Ltd Full time

**Administrator**
**Location: Ormskirk, West Lancashire**
**Salary: Competitive + Bonus + Benefits
Hours: Full time / Part Time**An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Retirees, Private Clients and Business Owners.
You will be part of a small but great team managing the business generated by the Advisers using your administrative expertise.
You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting career path.
**The Role: Administrator
**The role offers variety and challenges, including but not limited to:

- You will be the 'Go To' person for clients and third parties dealing with general enquiries
- Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
- Submitting new business and fund transfers using bespoke software
- Sending out correspondence and requesting detailed information for Pension Transfer cases
- You will be setting up the clients' annual reviews and be able to support the production of review letters
- You will be responsible for business submission using bespoke software
- You will need to ensure that business obtained is being processed in a timely way

**The Person: Administrator**This is an interesting and challenging role that would suit a positive individual who enjoys using their initiative and who has a 'can do’ working style
You will ideally have previous financial administration experience but training in some of these areas can be provided.
- You have excellent IT and communication skills, are highly organised and a real team player
- Ideally you will have used the Salesforce CRM system or a similar 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 financial administration 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 £154bn.


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