Financial Services Administrator

1 week ago

Remote, United Kingdom Premium site Full time £30,000 - £50,000 per year


Financial Services Administrator

Location: Remote

Salary: Up to £40,000 (DoE)

Working as part of the team at an Appointed Representative of St. James's Place Plc. 

An excellent opportunity has arisen for a professional Financial Services Administrator. You will be part of a fast-paced team managing the work generated by the Partner and offering support as required.
This business is well established and highly successful. You will be employed by the Practice.

The Role: Financial Services Administrator

  • You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice
  • You will be a point of contact for clients and third parties dealing with general enquiries
  • You will be responsible for business submission using bespoke software
  • You will need to ensure that business obtained is being processed in a timely way
  • Due to the nature of the business, tasks must be completed within a timely manner. 

You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework

The Person: Financial Services Administrator

This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style. 

  • You will have been working in Financial Services for several years and have good all-round knowledge which you are looking to expand and develop
  • You have excellent IT and communication skills, are highly organised and can make decisions
  • Ideally, you have used the CRM Salesforce
  • You are a self-starter and able to work with little or no supervision
  • It is essential that as a Financial Services Administrator you are confident in dealing with third parties and can work with total discretion.
  • A relevant qualification such as the FPC or progress towards the Level 4 Diploma would be an advantage but is not essential.

St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. 

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

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