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Epsom, Surrey
Job Type
8 Sep 2022
Administrator Location: Epsom Salary: Competitive Salary Hours: Full time Are you an enthusiastic Administrator eager for your next role? Could you fulfil a vital support function within a busy 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. 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 strives to offer a professional and a positive environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients. The Role: Administrator You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice You will manage and collate key data for reports and portfolio reviews Dealing with enquires and correspondence from clients and providers Managing the database of clients and diary management for the Partner and Advisors You will be processing new business and liaising with SJP admin teams Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Administrator To be considered for this role you will need: Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. 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 £142bn. This business Is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. Please ensure that as you apply you are taken to the application site for Burgh Recruitment who are supporting the recruitment of this role for this SJP Practice
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  • Job Reference: 707258537-2
  • Date Posted: 8 September 2022
  • Recruiter: St. James&;s Place Wealth Management
    St. James&;s Place Wealth Management
  • Location: Epsom, Surrey
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Permanent