Financial Services Administrator

Burgh Recruitment Ltd (Financial Services); Shaftesbury; On-site; GBP 26,000 - 34,000; Full time

Job summary

St. James’s Place Partner Practice invites a Financial Services Administrator to join their team in Shaftesbury. The role provides opportunities within the SJP Accreditation framework while handling general client enquiries, admin tasks, and fund transfer submissions.

Ideal candidates will have strong IT and communication skills, and experience in financial services. This in-office role offers a path for career development within a professional wealth management environment.

Qualifications

• This role requires strong IT and communication skills with a customer-focused approach.
• Experience in financial services or wealth management is advantageous.
• Familiarity with Salesforce CRM is preferred.

Responsibilities

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

Skills

IT skills

Communication

Customer service

Salesforce CRM

Tools

Salesforce CRM

Job description

Financial Services Administrator

Location: Shaftesbury, (SP7)

Salary: Highly Competitive + Bonus

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.