Administrator - Financial Services

Ikrut; Brighton; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Collaborative environment

Skill development

Motivated team

Job summary

St. James's Place plc in Brighton is seeking an Administrator - Financial Services to provide essential administrative support within a busy office environment.

You will handle client communications, data for reports, and diary management while liaising with SJP admin teams. The role offers training and opportunities to progress in a fast-paced financial services setting.

Qualifications

• Experience as an Administrator or within Financial Services is 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.
• Able to work with total discretion and confidentiality.

Responsibilities

• Deal with a wide variety of administrative tasks supporting colleagues and clients.
• Manage and collate key data for reports and portfolio reviews.
• Deal with enquiries and correspondence from clients and providers.
• Manage the database of clients and diary management for the Partner and Advisors.
• Process new business and liaise with SJP admin teams.
• Training will be provided and there is scope to progress.

Skills

Customer service

Time management

Discretion

Tools

Excel

Word

Microsoft Office

Job description

Administrator - Financial Services

Location: Brighton (BN1)

Salary: £30,000 - £40,000 (DoE)

Full-time - In Office

Are you an enthusiastic Administrator, ideally with Financial Services experience 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 Role: Administrator - Financial Services

• 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 enquiries 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 - Financial Services

To be considered for this role you will need:

• Proven work experience as an Administrator or within Financial Services experience is essential
• Excellent customer serviceand 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 andcan workwith total discretion.

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 fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.

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.