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Financial Services Administrator

Job Posted: 14 days ago

Salary: £ 35,000 - 35,000 / Annum
Job Type: Permanent
Location: LU7, Cheddington, Buckinghamshire

Expire in: 13 days

Job Description

Financial Services Administrator

Location: Leighton Buzzard, LU7

Salary: Up to £35,000, depending on experience

We are a small, family run financial advice and wealth management firm, part of the St. James's Place network. We are looking for a professional and personable Administrator to join the team and become the 'operational backbone' of the practice, supporting the advisers and helping deliver a smooth, high quality client experience from first enquiry through to onboarding, implementation, and ongoing reviews.

You will take ownership of key admin workflows, keep records and client files in excellent order, liaise with providers, and help ensure our exemplary client service standards are met consistently across the full client lifecycle.

The Role: Financial Services Administrator

  * You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice

  * You will manage and collate key data for reports and portfolio reviews

  * Dealing with enquiries and correspondence from clients and providers

  * Managing the database of clients and diary management for the Partner and Advisers

  * You will be processing new business and liaising with SJP admin teams

  * Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.

The Person: Financial Services Administrator

To be considered for this role you will need:

  * Proven work experience as an Administrator ideally within Financial Services, Advice, Wealth Management, or an IFA regulated environment.

  * Excellent customer service skills and the ability to build rapport and manage client relationships

  * Strong attention to detail and be able to problem solve and think on your feet

  * Good time management and planning skills

  * Strong working knowledge of Excel, Word, and other Microsoft Office Programs

  * It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.

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 £220bn. 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

Before You Apply

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Bank details.
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