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Experienced Financial Services Administrator
2 months ago
Position: Experienced Financial Services Administrator
Location: London City
Compensation: Up to £38,000 (Dependent on Experience)
Join a dynamic team at a prestigious Appointed Representative of St. James's Place Plc.
An exciting opportunity has emerged for a skilled Financial Services Administrator.
You will be an integral part of a vibrant team, managing tasks generated by the Partner and providing necessary support. This organization is well-established and enjoys a strong reputation in the industry.
Key Responsibilities: Financial Services Administrator
- Deliver exceptional technical and administrative support while ensuring a high standard of customer service to clients.
- Act as a primary contact for clients and external parties, addressing general inquiries.
- Handle business submissions utilizing specialized software.
- Ensure timely processing of all business obtained.
- Complete tasks promptly due to the nature of the business.
While you are expected to possess the knowledge to fulfill this role, training will be provided in certain areas, and you will have opportunities for advancement within the SJP Accreditation framework.
Candidate Profile: Financial Services Administrator
This role is both engaging and challenging, ideal for a confident, numerate professional who thrives on initiative and possesses a proactive work ethic.
- Experience in Financial Services for several years, with a desire to expand and enhance your knowledge.
- Strong IT and communication skills, highly organized, and capable of making informed decisions.
- Familiarity with CRM systems, particularly Salesforce, is preferred.
- Self-motivated and able to work independently with minimal supervision.
- Confidence in liaising with third parties while maintaining complete discretion is essential.
- A relevant qualification such as the FPC or progress towards the Level 4 Diploma would be advantageous but is not mandatory.
St. James's Place plc (SJP) is a leading and highly respected 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, reflecting its established and successful business model.
Note: This Partner Practice will conduct standard Financial and Identity checks on candidates offered a position.
