Administrator
5 days ago
**Administrator - LOA Team
Salary - Up to £25k + Bonus and Benefits
Locations - Canary Wharf/Hybrid 2:3 days flexibility of office/home working
**Are you an enthusiastic Administrator 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 Wealth Management Plc. The company provides bespoke financial advice and services to executives, managers, families and entrepreneurs.
The LOA Administrator will support all tasks across the LOA team including supporting Advisers with information gathering and issue resolution with providers.
**The Role: Administrator**
The Administrator’s responsibilities will include supporting the team with the following:
- Managing all LOA tasks for allocated Advisers
- Liaising with Wealth Advisers to process cases, clarify queries, and escalate issues
- Requesting information from 3rd party providers
- Calling and chasing third party providers for information to progress client cases
- Writing up and maintaining accurate notes on CRM platform
- Working in CRM platform and keeping tasks up to date and within agreed SLAs (service level agreements)
- Providing input into team productivity reports
**The Person: Administrator**
- Experience of working within financial services preferable but not essential
- Good GCSE or A Level results and proficient at all IT packages
- Excellent organisational and administration skills,
- Ability to proactively use initiative to problem solve and anticipate next steps
- A driven individual with a focus on client service and contributing towards high-performance culture
- Adaptable to change management plans and advocate to business initiatives
- IT technically proficient including Office 365
- Committed to advocating and encouraging an inclusive and diverse team culture.
- Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.
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