Financial Services Administrator

Burgh Recruitment Ltd; Shaftesbury; On-site; GBP 21,000 - 31,000; Full time

Job summary

St. James’s Place plc, via its Partner Practice, seeks a Financial Services Administrator to join a friendly, proactive team handling client inquiries and administrative tasks in an in-office setting.

The role offers progression within the SJP Accreditation framework. You will manage onboarding, fund transfers, correspondence for pension transfers, fund switches, and Salesforce data maintenance while delivering high levels of service and discretion to clients.

Qualifications

• This role requires several years in Financial Services with strong admin experience.
• Excellent IT and communication skills are essential.
• Experience with Salesforce CRM is preferred.
• You are proactive, well organised and able to work with little supervision.

Responsibilities

• Be the go-to person for clients and third parties for inquiries.
• Provide high-level administrative support with excellent customer service.
• Submit new business and fund transfers using bespoke software.
• Send correspondence and collect information for pension transfer cases.
• Carry out fund switches and financial calculations using designated systems.
• Process all business within agreed timescales.
• Manage Salesforce and keep client details up to date.

Skills

Organised

Self-starter

Customer service orientation

Decision making

Tools

Salesforce CRM

Job description

Hours: Full time, In Office (37.5 hours per week, Mon - Fri)

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: Financial Services Administrator

The role offers variety and challenge, including but not limited to:

• 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: Financial Services Administrator

• 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 £240.8bn. 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.