Financial Services Administrator — In-Office Client Support

Burgh Recruitment Ltd; Shaftesbury; Presencial; GBP 21 000 - 31 000; Tempo integral

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Organised

Self-starter

Customer service orientation

Decision making

Ferramentas

Salesforce CRM

Descrição da oferta de emprego

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.