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Administrator

Location
Colchester, Essex
Job Type
Permanent
Posted
20 Jul 2022

Role - Administrator Location - Holton St Mary, Colchester

Salary - Highly Competitive with excellent benefits and bonusAre 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.You will be joining a company that fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients. You will be part of a friendly team managing the work generated by the Partner and Advisors, offering support as required. This business is well established and highly successful.

The Role: Administrator

  • You will be providing technical and administrative support while maintaining an excellent level of customer service to clients of the Practice
  • 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
  • You will need to ensure that business obtained is being processed in a timely way
  • Due to the nature of the business, tasks must be completed within a timely manner

Training can be given and you will have the opportunity to progress within the SJP Accreditation framework

The Person: Administrator

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.

  • Preferably, you will have experience working in Financial Services and have good all round knowledge which you are looking to expand and develop
  • You have excellent IT and communication skills and are highly organised and can make decisions
  • Ideally, you have used the CRM Salesforce
  • You are a self starter and able to work with little or no supervision
  • It is essential that as a Administrator you are confident in dealing with 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 £154bn 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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Details

  • Job Reference: 662542494-2
  • Date Posted: 20 July 2022
  • Recruiter: Burgh Recruitment Ltd
    Burgh Recruitment Ltd
  • Location: Colchester, Essex
  • Salary: On Application
  • Sector: Trades & Services
  • Job Type: Permanent