In-Office Financial Services Administrator Corsham (Bonus)

St. James's Place Wealth Management; Corsham; On-site; GBP 28,000 - 36,000; Full time

Job summary

St. James's Place Wealth Management in Corsham is seeking a professional Financial Services Administrator in a full‑time, in‑office role.

You will be the go‑to person for clients and third parties, delivering high‑level administrative support and handling new business submissions and fund transfers with accuracy. Join a friendly, proactive practice and develop with the SJP Accreditation framework, gaining knowledge and skills to build an interesting career path within this trusted wealth

Qualifications

• Experience in Financial Services is preferred, ideally with a St. James's Place Partner Practice.
• Excellent IT and communication skills, highly organised, and able to make decisions.
• Self-starter who can work with little supervision and handle client interactions discreetly.

Responsibilities

• Be the go-to for clients and third parties, handling enquiries and chasing providers.
• Provide high-level admin support while maintaining excellent client service.
• Submit new business and fund transfers using bespoke software.
• Send out correspondence and request information for Pension Transfer cases.
• Carry out fund switches and financial calculations using specific systems.
• Process all business within agreed timescales.
• Manage Salesforce and keep all client details up to date.

Skills

Customer service

IT skills

Organised

Communication skills

Self-motivated

Tools

Salesforce CRM

Job description

St. James's Place Wealth Management in Corsham is seeking a professional Financial Services Administrator in a full‑time, in‑office role.

You will be the go‑to person for clients and third parties, delivering high‑level administrative support and handling new business submissions and fund transfers with accuracy. Join a friendly, proactive practice and develop with the SJP Accreditation framework, gaining knowledge and skills to build an interesting career path within this trusted wealth