Find More Than 10K+
United Kingdom Jobs

Financial Services Administrator

Location: Midlands - Various locations

Salary: £23,000 - £35,000 (depending on experience)

Are you an enthusiastic Financial Services Administrator eager for your next role? Could you fulfil a vital support function within a busy 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 and services to executives, managers, families, and entrepreneurs.
The company fosters 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: 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 enquires and correspondence from clients and providers
• Managing the database of clients and diary management for the Partner and Advisors
• 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:

• A minimum of 2 years as an Administrator within Financial Services / Wealth Management experience is essential
• Excellent customer service 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.

The Rewards:

• Collaborative working environment
• The chance to extend your skills and experience
• Joining a motivated team that works hard to make a success of this Practice.

St. James’s Place 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. SJP has funds under management in excess of £157.5bn.
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.