Administrator - Stourbridge, United Kingdom - Jonathan Lee

Description

You will be joining a successful and friendly team at a highly respected Appointed Representative of St. James's Place Wealth Management Plc. Based in Stourbridge.

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 under management in excess of £154bn.


The Role:
Administrator

• Provide a comprehensive personal and confidential administrative service to all advisers
• Adhere to procedures and systems which will ensure the efficient running of the Administration Team
• To prioritise work appropriately to meet competing demands
• Investigate and respond to adviser queries in a timely manner
• Maintain appropriate filing and record systems, including confidential documents and files to ensure immediate access when required
• Assist with monitoring and reporting
• Ensure filing, photocopying and other general administration tasks are completed in a timely manner

The Person:
Skills & Experience

As an Administrator, you will need:

• Excellent customer service and the ability to build rapport
• Good time management and planning skills
• Strong working knowledge of Excel, Word and other Microsoft Office Programs
• Strong willingness for personal development and to learn
• Ability to work under pressure and meet deadlines
• Adaptable and flexible
• Selfmotivated and willing to work at times in isolation and as part of a wider team

Full training will be given and for the right applicant there is the opportunity to progress within the SJP Accreditation Framework to become a Paraplanner, Mortgage Advisor, Financial Advisor.

Hours: 9-5 Mon - Fri (30 min lunch)

Holidays: 24 days plus Bank Holidays


Salary:
£24,000


Job Types:
Full-time, Permanent


Salary:
Up to £24,000.00 per year


Schedule:

• Monday to Friday

Work Location:
In person