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

Burgh Recruitment Ltd (Financial Services)

Verified Company

Birmingham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Services Administrator

Location:
Birmingham and Surrounding Areas

Salary:
up to £32,000 depending on experience

Hours - Full or Part -Time

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 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.

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 enquiries 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:

Proven work experience as an Administrator within a Financial Advisory or Wealth Management environment, 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.

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 £xxbn. This business is well established and highly successful.