Part-time Administrator

2 weeks ago


East Grinstead, United Kingdom BGL Wealth Limited Full time

**The Opportunity**

A new opportunity has arisen within our small but busy team. BGL Wealth Ltd is an appointed representative of St. James’s Place Wealth Management. St. James’s Place are a leading FTSE 100 UK wealth management company who distribute a range of investment,retirement and financial solutions.

**The Role**

Reporting to the Operations Manager, you will provide administrative support to the two Advisers within the practice, with particular emphasis being placed on requesting plan information from third party providers and chasing outstanding information by telephone.Once trained, you will also be required to check suitability reports, complete Anti Money Laundering and digital ID checks, along with various other administrative and marketing tasks.

**The Person**

You will need a confident and professional telephone manner as much of your day will be spent calling third party providers. We are looking for someone with excellent IT and administration skills, who is able to show initiative and is self-motivated. Officeexperience is essential and a background within the Financial Services industry would be beneficial.

**How to Apply



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