Financial Services Administrator

Confidential; Corsham; On-site; GBP 30,000 - 40,000; Full time

Job summary

St. James s Place Partner Practice in Corsham is seeking a Financial Services Administrator to support advisers and clients with professional administrative service.

You will handle enquiries, fund transfers, and new business submissions using bespoke software, while maintaining data in Salesforce and delivering timely responses. The role offers office-based work, training through the SJP Accreditation framework, and opportunities to grow within the practice.

Qualifications

• Experience in financial services is preferred.
• Strong IT and communication skills, highly organised.
• Ability to work with little supervision and take initiative.
• Confidential handling of client information and data.

Responsibilities

• Go-To person for clients and third parties for general enquiries and chasing providers for funds/information.
• Provide high level administrative support with excellent customer service to clients of the Practice.
• Submit new business and fund transfers using bespoke software.
• Send out correspondence and request information for Pension Transfer cases.
• Carry out fund switches and financial calculations using specific systems and processes.
• Process all business within agreed timescales.
• Manage Salesforce and keep all client details up to date.

Skills

Customer service

Administrative experience

Communication skills

Tools

Salesforce CRM

Bespoke software

Job description

Financial Services Administrator
Location: Corsham (SN13)
Salary: Highly Competitive + Bonus
Hours: Full time in office (9-5, Monday - Friday)

An excellent opportunity has arisen for a professional Financial Services Administrator to join this friendly and proactive St. James s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.
You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.

You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.

The Role:

• 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

The Person:

• 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.

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 £242.44bn. 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.