Administrator

Administrator

Location: Risby, Bury St Edmunds

Hours: Full time (part time considered)

Salary: competitive + benefits

Are you an enthusiastic and experienced Administrator looking for an interesting and varied role? Could you fulfil a vital support function within a busy office?

This is an excellent opportunity to join a highly respected St. James's Place Partner Practice, who provide bespoke financial advice and services to a broad range of private clients, individuals, families and businesses. You'll become an important part of a friendly, collaborative team where everyone works together to deliver an exceptional level of service. This is a varied role in a fast-paced environment where no two days are the same.

The Role: Administrator

• Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
• Submitting new business using bespoke software
• Sending out correspondence and requests for information
• Managing the database of clients and diary management for the Advisors
• Preparing and collating key information for clients' annual reviews
• Managing the CRM Database (Salesforce) and keeping all client details up to date
• Liaising with SJP admin teams to ensure all processes are compliant and completed within agreed timescales
• Training can be provided and there is scope within this role to progress and as you develop your knowledge within this exciting and fast paced environment.

The Person: Administrator

• Previous experience in an administrative or office-support role within Financial Services, ideally within an SJP or IFA Practice
• Excellent customer service skills and the ability to build strong, professional client relationships
• Excellent attention to detail, with the ability to identify issues, solve problems and think on your feet
• Strong organisation, time-management and planning skills
• Good working knowledge of Microsoft Word, Excel and other Microsoft Office applications
• Confidence communicating with colleagues, clients and third parties
• The ability to handle confidential information with complete discretion
• A proactive, positive approach and the willingness to learn and develop

The Rewards:

• A 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.

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 £240.8bn. 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.