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

Burgh Recruitment Ltd (Financial Services)

Verified Company

London, United Kingdom

5 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Practice Administrator

Location:
Remote Working with flexibility to go into the office in London.

Salary:
Dependent on experience

Working Hours:
Full-time (5 days per week)

Are you an enthusiastic Practice Administrator with SJP experience looking for your next role? Could you fulfil a vital support function within a busy vibrant virtual 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.

Role and Responsibilities:
Practice Administrator

Support the daytoday business operations with a wide variety of administrative tasks within the Practice
Issue Letters of Authority and follow up with thirdparty providers
Drafting meeting summaries
Submit various request such as fund switches, withdrawals, changes to contributions and track progress
Completing calculations such as critical yield calculators and annual allowance calculators (preferred but not essential)
Managing Client Tracking and contacting Administration for updates
Keep all relevant systems and client records, including fact finds, up to date
Assist with client review preparations, both pre and post meeting
Deal effectively with queries from clients and third parties

Experience and skills:
Practice Administrator

Previous St. James's Place experience
Excellent verbal and written communication skills
High IT proficiency
Strong organisational skills with excellent attention to detail
Excellent understanding of Salesforce and iBusiness

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.

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 £157bn.
This business is well established and highly successful.