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Financial Services Administrator
2 months ago
Financial Services Administrator
Location: Remote
Salary: Competitive + Bonus
Hours: Full time
An exciting opportunity has emerged for a dedicated Administrator to become part of a dynamic and supportive St. James's Place Partner Practice, which focuses on fulfilling the financial requirements of Professionals, Private Clients, Business Owners, and Retirees.
Your role will be essential in assisting the team with the administrative tasks that arise from the Advisers' activities.
Key Responsibilities: Financial Services Administrator
This position offers a diverse range of responsibilities, including but not limited to:
Ideal Candidate: Financial Services Administrator
This role is well-suited for a proactive and professional individual who thrives on initiative and possesses a positive working attitude. You should have several years of experience in Financial Services, preferably within a St. James's Place Partner Practice, and a solid understanding of the industry. Strong IT and communication skills are essential, along with excellent organizational abilities and decision-making capabilities. Familiarity with the Salesforce CRM system is preferred. You should be a self-motivated individual capable of working independently. Most importantly, you must demonstrate confidence in interacting with Clients and third parties, maintaining discretion and the highest ethical standards. St. James's Place plc (SJP) is a prestigious FTSE 250 Wealth Management firm that offers a variety of Investment and Retirement products and financial solutions to a High-Net-Worth clientele.
SJP manages assets exceeding GBP181.9bn, with a well-established and successful business model.
Please be aware that this Partner Practice will conduct standard Financial and Identity checks on candidates who are offered a position within the Practice.
When applying for this position, you will be directed to the application site of Burgh Recruitment. Ensure you acknowledge the Privacy Policy and click the green 'apply to this job' button at the bottom of the application page. Upon completion of your application, you will receive a confirmation email from Burgh Recruitment.
