Office Support Specialist

4 weeks ago


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

Office Support Specialist

Location: Leicester
Salary: Up to £30,000 (Dependent on Experience)

Are you a motivated Office Support Specialist looking for your next opportunity? Do you thrive in a dynamic office environment?

You will be an integral part of a reputable Appointed Representative of St. James's Place Plc, providing tailored financial guidance and services to a diverse clientele including executives, families, and entrepreneurs.

Key Responsibilities:

  • Handle a variety of administrative functions to support colleagues and clients.
  • Compile and organize essential data for reports and portfolio assessments.
  • Respond to inquiries and correspondence from clients and service providers.
  • Maintain the client database and manage scheduling for the Partner and Advisors.
  • Process new business applications and coordinate with SJP administrative teams.
  • Receive training and have opportunities for professional growth in this fast-paced setting.

Candidate Profile:

To qualify for this position, you should possess:

  • Demonstrated experience in an administrative or office support capacity; experience in Financial Services is advantageous but not mandatory.
  • Exceptional customer service skills with the ability to cultivate relationships and manage client interactions.
  • Strong attention to detail, problem-solving capabilities, and the ability to think quickly.
  • Effective time management and organizational skills.
  • Proficiency in Microsoft Office Suite, including Excel and Word.
  • Confidence in engaging with colleagues and external parties while maintaining confidentiality.

Benefits:

  • A collaborative and supportive work environment.
  • Opportunities to enhance your skills and experience.
  • Joining a dedicated team focused on achieving success.

The organization promotes a professional and innovative atmosphere where team members share expertise to provide unparalleled service to clients.

St. James's Place plc (SJP) is a prominent FTSE 250 Wealth Management firm, offering a range of investment and retirement solutions to a high-net-worth clientele. SJP manages assets exceeding £181.9 billion and is recognized for its established and successful business model.



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