Job Title

Administrator Financial ServicesReady to apply Before you do, make sure to read all the details pertaining to this job in the description below.Location: WetherbySalary: Highly Competitive + BonusHours: Full-timeHybrid working pattern available once initial training has been completed.An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. Jamess Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.The Role: Administrator Financial ServicesYou will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise. You will -Enjoy providing a high level of administrative support while maintaining an excellent level of customer service to clients of the PracticeWork closely with the Partner Principal to track and schedule client review meetings - including diary managementPrepare pre-meeting documentation - working closely with the Partner Principal and their support team for details of any additional preparation required - checking for accuracy, completion, compliance, etcLog and record client activity through Salesforce (CRM system)Proactively follow up post-meeting to ensure timely completion of review letters/anti-money laundering documents/Due Diligence Documentation/any other documentationHandle all manner of business communications (email, phone, post, etc)Liaise with 3rd party providersUndertake work in other areas of the Practice, when requiredAttend and contribute to regular update meetings with the Head of AdministrationMaintain a good working relationship with colleagues, client and 3rd partiesOrganise client eventsThe Person: Administrator Financial ServicesThis is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a can do working style.You will have previous experience within a professional office in an administrative support role, ideally within Wealth Management or an Independent Financial Advisory BusinessYou have excellent IT and communication skills, are highly organised and can make decisionsYour enthusiasm will project a positive and professional attitudeMost importantly, you are confident in dealing with Clients and third parties with total discretionYou will ideally have previous experience but training in some of these areas can be provided.St. Jamess 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 188.6bn. 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.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.TPBN1_UKTJ