Administrator London, England
Job description
Administrator
Location: Knightsbridge, London
Salary: £25,000 - £29,000 pa + bonus
Hours: 9.00am - 5.30pm, working from home on Friday
Are you an enthusiastic Administrator eager for your next role? Could you fulfil a vital support function within a busy professional Wealth Management office?
You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc.
The company provides bespoke financial advice in a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.
The Role: Administrator
As an Administrator, you will be the backbone of our office, responsible for a diverse range of administrative tasks to support both your colleagues and our esteemed clients.
Key Responsibilities:
- Manage and collate essential data for reports and portfolio reviews
- Handle phone and email inquiries from clients, SJP Admin departments, and external providers
- Maintain the database of clients and manage diary schedules for the Partner and Advisors
- Compile detailed information for the Paraplanner to prepare cases for pre-approval
- Process new business and liaise effectively with SJP admin teams
- Receive comprehensive training and explore opportunities for growth within this exciting and fast-paced environment
The Ideal Candidate: Administrator
To be considered for this role, you will possess the following qualifications and attributes:
- Proven work experience as an Administrator within a professional office environment (Financial Services experience is useful but not essential)
- Excellent customer service skills and the ability to build strong client relationships
- Keen attention to detail, problem-solving abilities, and quick thinking
- Effective time management, organization, and planning skills
- Proficiency in Microsoft Office programs, including Excel and Word
- Confidence in dealing with colleagues and third parties, demonstrating discretion at all times
Rewards and Opportunities:
- Work in a collaborative environment that fosters growth and professional development
- Expand your skillset and build a long-term career with us
- Join a motivated team that works together to achieve success for the Practice.
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.
