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

Burgh Recruitment Ltd (Financial Services)

Verified Company

London, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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.