Administrator

6 months ago


Wallingford, United Kingdom Denham Wealth Management Full time

**Job Title**: Administrator

**St. James’s Place Wealth Management**

St. James’s Place Wealth Management is a FTSE 250 company with £179bn of client funds under management.

The company’s success has grown through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients.

At the heart of our business is the St. James’s Place Partnership, which brings together some of the most experienced, able and highly-regarded professionals working in financial services today. Daniel Denham is one such partner, running his practice from the offices in Oxfordshire. The practice provides comprehensive financial planning and wealth management services, helping individuals, trustees and organisations to achieve their financial goals.

**Summary**

This role is critical to the efficient running of the team and the Practice.

**Main Duties & Responsibilities**
- Answering calls and handling queries professionally, re-directing or taking messages and using initiative to deal with queries
- Meeting preparation
- Ordering and maintaining general office supplies
- Organising on-going maintenance of office equipment
- Responsible for the administration of client information for the paraplanning team, ensuring all information is gathered in a timely fashion and prepared fully before submitting to paraplanner to write case
- Gathering and chasing information from SJP administration centres and external 3rd parties such as life and pension companies to ensure client work is completed within given time-scales
- Assisting with pre-meeting research and documentation including gathering information from client files, documents and printing valuations for the Financial Advisers
- Assisting Client Services Manager in client services - clients mailshots, newsletters and event preparation
- Any other duties as may reasonably be required, consistent with the vacancy.

**Skills and Experience**

**Essential**
- Exceptional interpersonal and communication skills, including the ability to ensure effective communication with a wide range of contacts
- Excellent team working skills with the ability to work collaboratively and co-operatively with colleagues
- Very strong organisational and planning skills
- Experience of office administration and working in a professional environment
- Strong team working skills with the ability to work collaboratively and co-operatively with colleagues
- Assertive and confident manner particularly on the telephone
- Good numeracy and excellent attention to detail
- Ability to work under pressure, to tight deadlines and a flexible, pro-active approach to work including the ability to prioritise and re-prioritise to achieve successful outcomes
- Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times
- Excellent IT skills including working knowledge of Microsoft Office Word, Excel and Outlook.

**Desired**
- Previous work experience in Administration or Financial Services

Pay: £23,000.00-£25,000.00 per year

**Benefits**:

- Company events
- Company pension

Schedule:

- Monday to Friday

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Administrative: 2 years (preferred)

**Language**:

- English (required)

Work Location: In person

Reference ID: DWM Administrator 06/24


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