Practice Administrator

2 weeks ago

Aberdeen, United Kingdom Vincent Heneghan Wealth Management Full time

**Job title: Practice Administrator**

**Location**:Aberdeen

**Salary**:depending on experience

**Contract**:Permanent

**Hours**:Full time

**Closing date**:[Insert date]

**The opportunity**

An exciting new opportunity has arisen for a Practice Administrator to join a busy team within Vince Heneghan Practice who are a highly successful Appointed Representative of St. James’s Place Wealth Management Plc.

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base. St. James’s Place Wealth Management has funds under management in excess of £168bn.

The practice has been highly successful and since it was established in 1998. The newly refurbished offices are located near Aberdeen city centre. This is an exceptional opportunity to join a reputable firm who believe in employee development.

**The role**

You will provide efficient administrative support to the Adviser within the practice in respect of the business generated and the servicing of existing clients. You will produce all the relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations and valuations as well as processing all new business documentation in accordance with the agreed service and quality standards. You will handle queries from clients and third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner.

**The person**

You will be able to demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You must be able to show initiative, have excellent IT skills and be a strong communicator. As you will have contact with clients, it is essential that you are professional and confident in dealing with third parties, have excellent communication skills and can work with total discretion. Ideally, you have been working within an IFA or Wealth Management environment and have Financial Services industry experience with up-to-date knowledge of FCA regulations.

**How to apply**

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£25,000.00 per year

**Benefits**:

- Company events
- Company pension
- Employee discount

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: VH

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