Finance Admin & Data Specialist – Hybrid

Burgh Recruitment Ltd; Gloucester; Hybrid; GBP 26,000 - 36,000; Full time

Job summary

St. James's Place plc's Practice seeks a diligent Technical Administrator to support colleagues and clients in a fast-paced financial services environment.

Based in Cheltenham with hybrid working (4 days in office / 1 day WFH), you will handle a wide range of admin tasks, data collation, and diary management for the Partners and Advisors. You will build client relationships, manage the practice's database, process new business handovers, and liaise with SJP admin teams.

Qualifications

• Proven work experience as a Technical Administrator or in an office support role.
• Financial Services experience is useful but not essential.
• Excellent customer service and ability to build rapport with clients.
• Strong attention to detail and ability to problem solve.
• Good time management and planning skills.
• Confident in dealing with colleagues and third parties with discretion.

Responsibilities

• Deal with a wide variety of administrative tasks supporting colleagues and clients.
• Manage and collate key data for reports and portfolio reviews.
• Handle enquiries and correspondence from clients and providers.
• Manage the database of clients and diary management for the Partner and Advisors.
• Prepare new business handovers and liaise with SJP admin teams.

Skills

Customer service

Data management

Diary management

Microsoft Office

Attention to detail

Time management

Job description

St. James's Place plc's Practice seeks a diligent Technical Administrator to support colleagues and clients in a fast-paced financial services environment.

Based in Cheltenham with hybrid working (4 days in office / 1 day WFH), you will handle a wide range of admin tasks, data collation, and diary management for the Partners and Advisors. You will build client relationships, manage the practice's database, process new business handovers, and liaise with SJP admin teams.