Administrator

Burgh Recruitment Ltd (Financial Services); West Stow; On-site; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Collaborative environment

Skill development

Motivated team

Job summary

St. James’s Place Partner Practice is seeking an Administrator to support a busy office in Risby. You will handle general inquiries, manage client records, diaries, and communications, and assist with annual reviews.

The role offers varied responsibilities in a fast-paced environment with training and progression opportunities within the practice.

Qualifications

• Experience in administrative or office-support role within Financial Services.
• Excellent customer service skills and ability to build professional client relationships.
• Strong organisation, time-management and planning skills.
• Proactive, positive approach and willingness to learn.

Responsibilities

• Provide high level administrative support and excellent client service.
• Submit new business using bespoke software.
• Send out correspondence and information requests.
• Manage client database and Advisors' diary management.
• Prepare and collate information for client reviews.
• Maintain Salesforce CRM and ensure client details are up to date.
• Coordinate with admin teams to ensure processes meet timescales.
• Training available with opportunities to progress.

Skills

Administrative support

Customer service

Diary management

MS Word & Excel

CRM knowledge

Tools

Salesforce

Microsoft Office

Job description

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

You will be the ‘Go To' person for clients and third parties dealing with general enquiries, along with varied and interesting responsibilities including;

• 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

We’re looking for an enthusiastic and capable Administrator who takes pride in providing excellent support and going the extra mile for colleagues and clients.

Ideally, you will have:

• 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.

If this sounds like the right opportunity for you, we’d love to hear from you. You don’t need to meet every single requirement to apply. What matters most is your confidence, enthusiasm, attention to detail and willingness to take the next step in your career. The application process is straightforward, and every application is personally reviewed.

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.