Practice Administrator - City of London, United Kingdom - Burgh Recruitment Ltd

Burgh Recruitment Ltd

Verified Company

City of London, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

**Practice Administrator

Location:
Lombard Street, London / Hybrid

Salary:
up to £34,000 (depending on experience)**
Are you an enthusiastic Practice 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 team share their skills and knowledge to deliver an unrivalled level of service to their clients.

The Role:
Practice 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 preparing meeting packs
You will be processing new business and liaising with SJP admin teams
Managing Salesforce / LOA process / business submission / review process
There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.

The Person:
Practice AdministratorTo be considered for this role you will need:

Proven work experience as an Administrator / PSS within St James's Place
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
Confidence in dealing with colleagues, third parties and the ability to work with total discretion
Experience with Salesforce

The Rewards:
Practice Administrator

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 inexcess of £148bn. This business is well established and highly successful.