Financial Services Administrator

3 months ago

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

**Financial Services Administrator**

**Location: Chobham, Surrey (GU24)**

**Salary: Up to £25,000, depending on experience**

**Full time - 8.30am-5.00pm**

**Are you an enthusiastic Financial Services 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 Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.
The company strive to create a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.

**The Role: Financial Services Administrator**
- You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
- You will manage and collate key data for reports and portfolio reviews
- Dealing with enquiries and correspondence from clients and providers
- Managing the database of clients and diary management for the Partner and Advisors
- You will be processing new business and liaising with SJP admin teams
- Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.

**The Person: Financial Services Administrator**

To be considered for this role you will need:

- Proven work experience as an Administrator or within an office support role. Financial Services experience is desirable but not essential
- Excellent customer service and the ability to build rapport and manage client relationships
- Strong attention to detail and be able to problem solve and think on your feet
- Good time management and planning skills
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.

**The Rewards**:

- Collaborative working environment
- The chance to extend your skills and experience
- Joining a motivated team that works hard to make a success of this Practice.

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 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 £179bn. This business Is well established and highly successful.

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