Client Administrator - Romsey, United Kingdom - Burgh Recruitment Ltd

Burgh Recruitment Ltd

Verified Company

Romsey, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Client Administrator

Location:
Ower, Romsey

Salary:
Up to £25,000
We are a partner practice of St. James's Place Wealth Management Ltd (SJP) a FTSE 100, UK Wealth Management Company.

We are a friendly, dynamic company and pride ourselves with our team spirit and our willingness to get involved across the board.

An exciting opportunity has arisen within our team, for a Client Administrator.
The Client Administrator role is a full-time position and will be based at our offices in Ower, Romsey.

Your Role:
Client Administrator

The Client Administrator role is an interesting position that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a "can do" working style.

To be actively involved in embedding Salesforce by formalising processes and seeking resolutions to system issues
To undertake all elements of onboarding a new client, to include Prospect Manager, adding new prospects to the St. James's Place Wealth Management Ltd systems (iBusiness and Salesforce), client verification and due diligence
To prepare for clients' Annual Review Meetings, including Meeting Agenda, preparing clientfacing report, create and submission of Advice Set
To support the partner in obtaining Protection Quotes, provide illustrations, product information and to undertake underwriting calls directly with the clients'
To manage the clients Online Wealth Account preferences
Provide cover for all administrative expectations such as, but not limited to, client fund switches, withdrawals, Deeds of Assignments and LPT trust documents
Assist with compliance and case files and business submission where required, including suitability letters, review documents, business processing and other tasks associated with new business
Prepare adviser meeting packs for upcoming meetings
General follow up with the administration centre of St. James's Place Wealth Management Ltd and external providers
Maintaining and updating all client records

Key Skills:
Client Administrator

Must have previous experience of working in a fastpaced office environment
Previous experience of St. James's Place is preferable, but not essential, although previous experience of Financial Services or Wealth Management Sector is essential
Previous experience of audio typing is desirable, but not essential
You will be methodical, organised, and accurate at all times, always completing tasks within set time frame and to a high professional standard
You are a selfstarter and able to work with little or no supervision
Exceptional attention to detail
Good use of the English Language verbal, reading and writing
Good telephone manner
Excellent experience of Microsoft Word, Excel, Outlook

St.

James's Place Wealth Management 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 undermanagement in excess of £142.3bn.

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