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

Burgh Recruitment Ltd (Financial Services)
Burgh Recruitment Ltd (Financial Services)
Verified Company
London, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

Administrator

Location:
Knightsbridge, London

Salary:
£25,000 - £29,000 pa + bonus

Hours: 9.00am - 5.30pm Working from home on Friday

Are you an enthusiastic Administrator eager for your next role? Could you fulfil a vital support function within a busy professional Wealth Management 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 in 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:
Administrator


As an Administrator, you will be the backbone of our office, responsible for a diverse range of administrative tasks to support both your colleagues and our esteemed clients.


Key Responsibilities:


  • Manage and collate essential data for reports and portfolio reviews
  • Maintain the database of clients and manage diary schedules for the Partner and Advisors
  • Compile detailed information for the Paraplanner to prepare cases for preapproval
  • Process new business and liaise effectively with SJP admin teams
  • Receive comprehensive training and explore opportunities for growth within this exciting and fastpaced environment
To be considered for this role, you will possess the following qualifications and attributes:

  • Proven work experience as an Administrator within a professional office environment (Financial Services experience is useful but not essential)
  • Excellent customer service skills and the ability to build strong client relationships
  • Keen attention to detail, problemsolving abilities, and quick thinking
  • Effective time management, organization, and planning skills
  • Proficiency in Microsoft Office programs, including Excel and Word
  • Confidence in dealing with colleagues and third parties, demonstrating discretion at all times

Rewards and Opportunities:


  • Work in a collaborative environment that fosters growth and professional development
  • Expand your skillset and build a longterm career with us
  • Join a motivated team that works together to achieve success for the 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 £152bn.

This business Is well established and highly successful.
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