Financial Services Admin: Data & Client Support

Burgh Recruitment Ltd (Financial Services); Brighton; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Collaborative working environment

The chance to extend your skills and经验

Joining a motivated team that works to

The practice success

Job summary

St. James's Place plc in Brighton (UK) is seeking an Administrator - Financial Services to provide comprehensive office support within a busy practice. The role involves data handling, client communications, and collaboration with the Partners and Advisors.

Ideally you have financial services experience, strong Excel/Word skills, and a proactive mindset for progression in this in-office, full-time position.

Qualifications

• Proven work experience as an Administrator or within Financial Services experience 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

Responsibilities

• Deal with a wide variety of administrative tasks supporting colleagues and clients of the Practice
• 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
• 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.

Skills

Admin experience

Customer service

Attention to detail

Time management

Discretion

Tools

Excel

Word

Job description

St. James's Place plc in Brighton (UK) is seeking an Administrator - Financial Services to provide comprehensive office support within a busy practice. The role involves data handling, client communications, and collaboration with the Partners and Advisors.

Ideally you have financial services experience, strong Excel/Word skills, and a proactive mindset for progression in this in-office, full-time position.