Financial Services Administrator - Birmingham, United Kingdom - Burgh Recruitment Ltd (Financial Services)

Tom O´Connor

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Tom O´Connor

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Description

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.

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