Dynamic Financial Services Practice Administrator

Burgh Recruitment; Farnham; On-site; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Benefits

Full training

Career development

Job summary

St. James’s Place Senior Partner Practice in Farnham is seeking an experienced Administrator to provide essential support in a busy financial services environment.

You will be organized, proactive and confident handling client enquiries and document management. This full-time role offers a salary up to £32,000 per annum plus benefits, full training, and opportunities to develop your career within the Practice.

Qualifications

• Previous experience in administrative or office-support role within Financial Services.
• Excellent customer service and ability to build professional client relationships.
• Strong attention to detail and problem-solving ability.

Responsibilities

• Managing a varied range of administrative tasks to support the Practice and its clients.
• Handling client and provider enquiries and correspondence.
• Managing new business submissions from applications through to completion.
• Liaising with administration teams and following up with clients to obtain information.

Skills

Customer service

Organisational skills

Time management

Microsoft Office

Communication

Discretion

Tools

Microsoft Word

Excel

Job description

St. James’s Place Senior Partner Practice in Farnham is seeking an experienced Administrator to provide essential support in a busy financial services environment.

You will be organized, proactive and confident handling client enquiries and document management. This full-time role offers a salary up to £32,000 per annum plus benefits, full training, and opportunities to develop your career within the Practice.