Financial Services Admin Pro — Client Care & Operations

St. James's Place Wealth Management; Shaftesbury; Sur place; GBP 24 000 - 32 000; Plein temps

Résumé du poste

St. James’s Place Partner Practice in Shaftesbury is seeking a Financial Services Administrator to join a friendly, proactive team.

You will support advisers by handling client inquiries, submitting new business and fund transfers, and maintaining accurate client records. You will manage Salesforce and ensure timely processing within agreed timescales, offering excellent customer service, and contributing to a positive customer journey.

Qualifications

• This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a ‘can do’ working style
• You have been working in Financial Services for several years, ideally for a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop
• You have excellent IT and communication skills, are highly organised and can make decisions
• Ideally, you will have used the Salesforce CRM system
• You are a self-starter and able to work with little or no supervision
• Most importantly, you are confident in dealing with Clients and third parties with total discretion
• You will ideally have previous experience but training in some of these areas can be provided.

Responsabilités

• You will be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information
• Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
• Submitting new business and fund transfers using bespoke software
• Sending out correspondence and requesting detailed information for Pension Transfer cases
• Carrying out fund switches and financial calculations for clients using specific systems and processes
• You will be processing all business within agreed timescales
• You will be responsible for managing Salesforce and keeping all client details up to date

Description du poste

St. James’s Place Partner Practice in Shaftesbury is seeking a Financial Services Administrator to join a friendly, proactive team.

You will support advisers by handling client inquiries, submitting new business and fund transfers, and maintaining accurate client records. You will manage Salesforce and ensure timely processing within agreed timescales, offering excellent customer service, and contributing to a positive customer journey.