Practice Administrator
4 weeks ago
Join a dynamic team at Burgh Recruitment Ltd (Financial Services) as a Practice Administrator, supporting the day-to-day operations of a busy Wealth Management office in London.
The Role:- Provide administrative support to the Practice team, ensuring seamless business operations.
- Manage client relationships, respond to enquiries, and maintain accurate records.
- Process new business, liaise with SJP admin teams, and manage client data.
- Collaborate with colleagues to achieve team goals and objectives.
- Proven experience as an Administrator in Wealth Management, preferably with St. James's Place.
- Excellent customer service skills, with the ability to build rapport and manage client relationships.
- Strong attention to detail, problem-solving skills, and ability to work with discretion.
- Good time management and planning skills, with a strong working knowledge of Microsoft Office programs.
Burgh Recruitment Ltd (Financial Services) is a leading recruitment agency specializing in Financial Services placements. As a Practice Administrator, you will be part of a highly respected team, working with a range of Investment and Retirement products and financial solutions.
Please note that this role requires a standard Financial and Identity check on any candidates who are offered a position.
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