Administrator - Client Services
Location: Exeter (in office)
Salary: £25,000 - £27,000 pa dependent on experience with excellent benefits and bonus
You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc.
An excellent opportunity has arisen for a professional Administrator to work in our central Exeter office.
You will be part of a fast-paced team managing the work generated by the four advisers and offering support as required alongside three other members of the support team. This business is well established and highly successful.
The role: Administrator - Client Services
*You will be responsible for managing our annual review process, ensuring that clients are contacted in a timely manner to effectively book them into adviser’s diaries. You will then prepare meeting packs and ensure compliant logging of all meetings to meet with Consumer Duty standards
*You will be responsible for other elements of client service including managing withdrawals, and organising birthday cards and gifts for clients
*You will be providing a high level of administrative support while maintaining an excellent level of client service
*You will be a point of contact for clients and third parties dealing with general enquiries
*You will be responsible for business submission using bespoke software
*Due to the nature of the business, tasks must be completed within a timely manner. There will be peaks and troughs of workload during the year and so you must be willing and able to flex to the needs of the business.
You will be expected to have the knowledge to undertake this role, but training can be given in all areas, and you will have the opportunity to progress within the SJP Accreditation framework. Furthermore, we have our own career development framework, offering progression to senior administrator or into different teams in the future, working with you on your goals and supporting any further qualifications required for this ambition.
The Person: Administrator - Client Services
This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a ’can do’ working style and enjoys spinning multiple plates at once.
*You will have been working in Financial Services for several years and have good all-round knowledge which you are looking to expand and develop
*You have excellent IT and communication skills, are highly organised and can make independent decisions
*Ideally, you have used the CRM Salesforce
*You are a self-starter and able to work independently on a day-by-day basis, albeit a management structure is in place
*It is essential that you are confident in dealing with third parties and can work with total discretion
*A relevant qualification or progress towards one would be an advantage but is not essential.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 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 £184.4bn. This business is well established and highly successful.
We are a Senior Partner Practice of SJP, having been established for over eight years with around 350 households across the UK and £155m of funds under management.
Please note that we will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green ’apply to this job’ at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.