Financial Services Administrator

3 weeks ago


Bath, Bath and North East Somerset, United Kingdom St. James's Place Wealth Management Full time

Financial Services Administrator

Location: Remote

Salary: Competitive + Bonus

Hours: Full time


An exceptional opportunity has emerged for a dedicated Administrator to become part of a dynamic and supportive St. James's Place Partner Practice, renowned for addressing the financial needs of Professionals, Private Clients, Business Owners, and Retirees.
You will play a vital role within a collaborative team, managing the administrative aspects of the business generated by the Advisers.

Key Responsibilities: Financial Services Administrator

This role encompasses a range of responsibilities, including but not limited to:

Delivering high-quality administrative support while ensuring outstanding customer service for clients of the Practice. Acting as a key point of contact for clients and third parties, addressing general inquiries and coordinating with providers for funds and information. Maintaining precise client records in iBusiness/Salesforce and other CRM systems, updating Confidential Financial Review documents as necessary. Executing fund switches and financial calculations for clients using designated systems and processes. Processing new business submissions and fund transfers through specialized software. Guaranteeing that investment preparations are conducted efficiently, accurately, and in compliance with regulatory standards. Providing clients with regular updates on their investments, organizing annual reviews, and generating performance reports and investment summaries. Completing straightforward suitability letters and other compliance-related documentation.

Ideal Candidate: Financial Services Administrator

This role is suited for a proactive and professional individual who thrives on using their initiative and possesses a positive working attitude. You have experience in Financial Services, preferably within a St. James's Place Partner Practice, and are eager to expand your knowledge. Strong IT and communication skills are essential, along with exceptional organizational abilities and decision-making capabilities. Familiarity with the Salesforce CRM system is advantageous. You are a self-motivated individual capable of working independently. Most importantly, you demonstrate confidence in interacting with Clients and third parties, maintaining the highest standards of discretion and integrity.

St. James's Place plc (SJP) is a prestigious FTSE 250 Wealth Management firm that offers a diverse range of Investment and Retirement products and financial solutions to a High-Net-Worth clientele.
SJP manages assets exceeding GBP181.9bn. This well-established and successful business is committed to excellence.

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