Financial Services Professional

5 days ago


Cheltenham, Gloucestershire, United Kingdom Burgh Recruitment Full time

Company Overview

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St. James's Place plc (SJP) is a leading wealth management company that distributes investment and retirement products to high-net-worth clients.

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SJP has over £184.4bn in funds under management, making it a well-established and highly successful business.

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About the Job

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This role offers an excellent opportunity for a professional Senior Administrator to work in a fast-paced team managing client relationships and administrative tasks.

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You will be responsible for providing technical and administrative support while maintaining a high level of customer service to clients.

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Key Responsibilities

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  • Provide administrative support to the Partner and wider team as required.
  • Manage client relationships and respond to general enquiries.
  • Process business submissions using bespoke software.
  • Ensure timely processing of business obtained.
  • Work independently with minimal supervision.

Requirements

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We are seeking a confident, numerate, and professional individual with good all-round knowledge of financial services.

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The ideal candidate will have excellent IT and communication skills, be highly organized, and able to make decisions.

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A relevant qualification such as the FPC or progress towards the Level 4 Diploma would be an advantage.

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Salary and Benefits

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The salary for this role is £40,000 - £60,000 per annum, depending on experience.

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The role also offers a range of benefits, including opportunities for career progression and professional development.



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