- Preparing letters, presentations, and reports
- Documenting all necessary information for Partner's meetings
- Maintaining accurate client records
- Interacting with third parties on a daily basis
- Communicating with clients via phone and email
- Managing business flow through the Practice
- Excellent verbal and written communication abilities
- Keen attention to detail and proficient IT skills
- Effective problem-solving capabilities
- Self-motivated with proven experience in office management
- Comfortable interacting with clients and third parties with discretion
- Prior work experience in administration, Financial Services, or relevant field
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Technical Administrator - Cheltenham, United Kingdom - Burgh Recruitment Ltd
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Description
Technical Administrator Position at St. James's Place Plc
Location: Cheltenham (GL50)
Salary: Highly competitive with potential for 10% annual bonus, plus income protection, critical illness and death in service employee benefits
Hours: Full time
Joining the team at a St. James's Place Partner Practice in Cheltenham town center, this role offers a fantastic opportunity for a professional individual to contribute within a people-centric business setting.
Key Responsibilities:
This role includes initial training to acquire new skills, setting a strong foundation for a career in Financial Services Practice, with prospects for advancement within the SJP Accreditation framework.
Desired Skills and Experience:
St. James's Place Plc (SJP) is a prominent FTSE 250 Wealth Management company, providing Investment and Retirement products to a High Net Worth clientele. With over £179bn in managed funds, SJP is a well-established and thriving business. Applicants will undergo standard Financial and Identity checks as part of the recruitment process.
About St. James's Place Plc:
St. James's Place Plc (SJP) is an esteemed Wealth Management entity, offering a wide array of financial solutions to a discerning client base. With its substantial funds under management, SJP stands as a key player in the industry.