Financial Services Administrator

Sleight Wealth Management Limited; Cramlington; On-site; GBP 22,000 - 28,000; Full time

Job summary

Sleight Wealth Management Limited within the St. James’s Place network is seeking a Financial Services Administrator to support Advisers and the Practice Manager, delivering a professional client experience and ensuring the smooth day-to-day operation of the Practice.

You will greet clients, handle administrative queries, prepare meeting packs, process new business, maintain accurate client records, and work with Practice systems to meet regulatory requirements.

Qualifications

• Financial services experience in an office support or administration role.
• Experience in an SJP or IFA practice is desirable.
• Proficiency with Microsoft Office and client record systems.

Responsibilities

• Acting as the first point of contact for clients, both in person and by telephone, responding to administrative queries professionally and efficiently.
• Providing high-quality administrative support to Advisers and the wider Practice while maintaining excellent standards of client service.
• Preparing accurate and professional client meeting packs, ensuring all relevant documentation and information is available for Advisers ahead of meetings.
• Processing new business and liaising with St. James’s Place administration teams.
• Preparing and sending client correspondence and requests for information.
• Managing and tracking end-to-end client and business processes, ensuring they are completed efficiently and in line with Practice, St. James’s Place and regulatory requirements.
• Maintaining accurate client records and effectively utilising Practice systems and processes.
• Supporting the wider Practice with general administrative requirements as needed.

Skills

Client-focused

Highly organised

Attention to detail

Excellent written communication

Discretion with confidential info

Tools

Microsoft Office Suite (Outlook, Word, Excel)

Salesforce (advantageous)

Job description

Are you an organised, client-focused Financial Services Administrator looking for your next opportunity within a highly respected St. James’s Place Appointed Representative?

We are looking for an experienced and proactive Financial Services Administrator to join our team. Working closely with our Advisers and Practice Manager, you will play an important role in supporting the smooth running of the Practice and delivering an excellent experience for our clients.

The Role

Your responsibilities will include:

• Acting as the first point of contact for clients, both in person and by telephone, responding to administrative queries professionally and efficiently.
• Providing high-quality administrative support to Advisers and the wider Practice while maintaining excellent standards of client service.
• Preparing accurate and professional client meeting packs, ensuring all relevant documentation and information is available for Advisers ahead of meetings.
• Processing new business and liaising with St. James’s Place administration teams.
• Preparing and sending client correspondence and requests for information.
• Managing and tracking end-to-end client and business processes, ensuring they are completed efficiently and in line with Practice, St. James’s Place and regulatory requirements.
• Maintaining accurate client records and effectively utilising Practice systems and processes.
• Supporting the wider Practice with general administrative requirements as needed.

About You

We are looking for someone who is:

• Client-focused with excellent face-to-face and telephone communication skills and the ability to build rapport quickly.
• Highly organised with the ability to manage multiple tasks, prioritise effectively and work to agreed deadlines.
• Detail-oriented with excellent written communication and a strong focus on accuracy.
• Experienced in an office support or administration role within Financial Services.
• Ideally experienced within an SJP or IFA practice
• Confident using Microsoft Office, particularly Outlook, Word and Excel.
• Experienced with Salesforce would be advantageous.
• Professional and discreet when dealing with confidential client information.
• Comfortable communicating with clients, colleagues, providers and other third parties.

Why Join Us?

This is an excellent opportunity to join a professional and client-focused Practice where you will play a key role in supporting both our Advisers and clients, while developing your career within Financial Services.

If you are organised, personable and have a genuine interest in delivering excellent client service, we would love to hear from you.