Operations Support Administrator - Cirencester, United Kingdom - St. James's Place

St. James's Place

Verified Company

Cirencester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

St. James's Place (SJP) works in partnership to plan, grow and protect our clients' financial futures.

We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals.

We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do.

We believe in the value of difference and know that diverse teams can help us problem and innovate for clients.

We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves.

Location:
Cirencester Office

Employment Type:
Permanent

We are seeking a practical and numerate administrator to support our Partner Engagement and Consultancy(PE&C) division at St James's Place.

You will be responsible for supporting BAU activities within the PE&C Operations Team which include collating monthly Management Information packs and completing day to day and ad hoc administrative tasks.

The role will impact the PE&C Operations Team's efficiency by ensuring day to day responsibilities are carried out in a timely fashion, in turn the role will support the effectiveness of the PE&C Department as a whole.

If you are a proactive and driven professional with a strong curiosity about Investment Management, we would love to hear from you.

What you'll be doing?

Responsible for allocating new cases to the Investment Consultancy Helpdesk (ICHD)
Collating monthly Management Information packs
Processing requests for printing advice reports for Private Clients, and completing the associated invoicing process
Maintenance of Private Client markers
Maintenance of the Operations Team SharePoint site
Supporting Partner Engagement and Consultancy(PE&C) with any ad hoc data requirements & administrative tasks
Providing technical support for Microsoft Forms
Ensuring relevant processes are kept up to date

Who are we looking for?

Strong Microsoft Office knowledge including intermediate or above Excel skills
Solid understanding of business processes and administration
Ability to handle workload & potentially conflicting priorities to ensure targets are met.
Excellent communication skills & ability to create positive relationships
Keen eye for detail, ability to spot & correct erroneous data.
Ability to use initiative to put forward ideas to improve processes & procedures
To be able to communicate clearly & effectively and be able to manage stakeholders at different levels.
Knowledge of Salesforce is desirable

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What's in it for you?

Private Medical up to family cover paid for by Company

- via BUPA. No excess for claims.

Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.
Non-Contributory Pension 10% (increasing with length of service up to 15%) with further pension matching.
Parental leave 6 months full pay
28 days holiday entitlement plus bank holidays (based on fulltime equivalent) with the option to buy up to an additional 5 days holiday
Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)

Flexible Working
We know that everyone works best in different ways, at different times and in different environments.

We have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours.

Our people are encouraged to work in a flexible way that suits their lifestyle, so please ask the question and start a conversation

What's next?
Our team will be in touch.

As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.

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