About This Role
This Financial Services Administrator role is an excellent opportunity to join a friendly and proactive St. James’s Place Partner Practice, specializing in meeting the financial needs of professionals, private clients, business owners, and retirees. You will be an integral part of a great team, managing the business generated by the Advisers using your administrative expertise, with opportunities to progress within the SJP Accreditation framework.
Responsibilities
- Be the ‘Go To' person for clients and third parties, dealing with general enquiries and chasing providers for funds and information
- Provide a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
- Submit new business and fund transfers using bespoke software
- Send out correspondence and request detailed information for Pension Transfer cases
- Carry out fund switches and financial calculations for clients using specific systems and processes
- Process all business within agreed timescales
- Manage Salesforce and keep all client details up to date
Requirements
- Several years of experience in Financial Services, ideally for a St. James's Place Partner Practice, with good all-round knowledge
- Excellent IT and communication skills
- Highly organised and able to make decisions
- Ideally, experience with the Salesforce CRM system
- Self-starter and able to work with little or no supervision
- Confident in dealing with Clients and third parties with total discretion
- Positive and professional individual who enjoys using their initiative and has a ‘can do’ working style
Important Details
- Schedule: Full time, 37.5 hours per week, Monday - Friday
About the Company
St. James’s Place plc (SJP) is a leading, highly regarded FTSE 100 Wealth Management company that 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 £240.8bn. This business is well established and highly successful.
