Financial Services Administrator

St. James's Place Wealth Management; Oxford; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading Wealth Management company in Oxford seeks a Financial Services Administrator to provide crucial support in client relationships and administration. This full-time position requires excellent client interaction skills and a detail-oriented approach, with responsibilities including preparing documentation for meetings and managing client files. Ideally, candidates will have prior office support experience in Financial Services. Join a supportive team and take the next step in your career with a competitive salary and benefits.

Benefits

Highly Competitive salary

Benefits (DoE)

Qualifications

• Previous experience in an office support role in Financial Services or a related sector.
• Knowledge of relevant regulation and legislation (desirable).
• Creating and maintaining client files/data IBusiness, Salesforce.

Responsibilities

• Preparing documentation for client review meetings.
• Ensuring client files are updated post-meeting.
• Handling incoming telephone calls and client inquiries.
• Providing administrative support to advisers and team members.
• Completing and saving compliance documents.

Skills

Excellent face-to-face and telephone client interaction skills

Calm and approachable

Highly motivated to provide a first-class experience

Excellent written communication skills

Ability to focus on tasks and shared goals

Previous experience in an office support role

Knowledge of relevant regulation and legislation

Experience with client management systems

Broad experience of Microsoft Office

Tools

Salesforce

Microsoft Office

Job description

Financial Services Administrator

Hours Full Time, 9am-5pm Monday-Friday
Location Summertown, North Oxford

Salary Highly Competitive + benefits (DoE)
The role of Financial Services Administrator is to provide support in the delivery of all aspects of client relationship and administration within a highly successful SJP Partner Practice. As a key member of the team, you ll work closely with colleagues to deliver high-quality technical support to the Advisors providing compliant advice to all Clients. This is a fantastic opportunity to develop your career within a supportive environment.

Key Duties and Responsibilities

• Preparing all documentation ahead of client review meetings, to ensure the advisers are fully prepared for the meeting and highlighting any outstanding requirements.
• Ensuring all files are completed post review meeting and all client details are up to date. Completing withdrawal letters and post review letters as required, issuing them within a timely manner.
• Answering incoming telephone calls, dealing confidently and effectively with clients, providers and third parties.
• Providing administrative support to the Advisers and other members of the team, dealing with various client servicing tasks as required
• Ensuring all compliance documents are completed and saved to the relevant platforms (Salesforce, IBusiness and client files)

This is an interesting and challenging role that would suit a positive and professional self-starter who enjoys using their initiative, is collaborative and has a can do working style.

Ideal Experience, Skills and Behaviours

• Excellent face-to-face and telephone client interaction skills, the ability to build rapport swiftly and provide quality support to agreed standards and timescales
• Calm and approachable, projecting professionalism and confidence, working with total discretion at all times
• Highly motivated to provide a first-class experience for the clients of the Practice
• Excellent written communication skills and great attention to detail.
• Ability to focus on your own tasks as well as on shared goals as part of the team.
• Previous experience in an office support role in Financial Services or a related sector.
• Knowledge of relevant regulation and legislation (desirable)
• Experience of client management systems such as Salesforce (desirable)
• Broad experience of Microsoft Office (Outlook, Word)
• Creating and maintaining client files / data IBusiness, Salesforce (previous use of these is desirable)

If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career.
The application process is straightforward, and we personally review every application as they come in.

Company Overview

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 £220.0bn. This business is well established and highly successful.

Checks

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.

Application Process

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.