Administrator

2 days ago


Reading, United Kingdom Burgh Recruitment Ltd Full time

**Administrator**

**Location: Home-based (one-day in office near Reading, Berkshire)**

**Salary: Competitive with excellent benefits**

**Hours: Minimum 30 hours per week (flexible working pattern available)**

A fast-paced, progressive, and forward-thinking Financial Services Practice, part of the St. James's Place Partner network has an excellent opportunity for an Administrator to join their team.
The business is well established and highly successful.
The Practice encourage a very positive approach towards work/life balance, and promote a flexible working pattern, enabling team members to manage their own time. The role can be home based, with just one day a week (Wednesday) in the office.

As an Administrator you will primarily be processing the business generated by the advisory team and offering administrative support as requiredand maintaining an excellent level of service to the clients of the Practice.

Duties include:

- Submitting new business using bespoke software
- Managing and collating key client information and keeping the CRM up to date
- Updating and maintaining accurate client records
- Meeting deadlines and taking responsibility for a wide range of administrative duties

If necessary, training will be provided, and the opportunity to progress within the SJP Accreditation framework, and further progression opportunities within the Practice may be available

**The Person**:The Administrator role is an interesting position that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a "can do" working style.
- Having previous experience within SJP, or a Financial Services administrative background would be an advantage, although not essential
- You will be a highly motivated individual who shows initiative and enthusiasm
- You should be able to work with little or no supervision
- You should have great time management skills, with the ability to organise and prioritise your own workload
- You will have excellent communication skills, are confident in liaising with third parties and can work with total discretion
- You will be confident with IT skills and adapt efficiently to new systems

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 £142.3bn.


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