Senior Financial Planning Administrator

Burgh Recruitment Ltd (Financial Services); Wimborne Minster; On-site; GBP 32,000 - 39,000; Full time

Job summary

St. James’s Place Wealth Management Plc in Dorset (Wimborne Minster) is seeking a Senior Financial Planning Administrator to deliver efficient client servicing and administrative support within a small team.

You will prepare quotations, illustrations and valuations on behalf of the Adviser, process new business documents, and handle Adviser and client queries with discretion and professionalism. This role offers in-office, flexible hours with part-time options.

Qualifications

• Experience in financial planning practice / SJP experience preferred.
• Knowledge of CRM systems, such as Salesforce.
• Excellent communication and discretion in client dealings.

Responsibilities

• Provide efficient administrative support for business operations and client servicing.
• Produce client paperwork including quotations, illustrations and valuations.
• Process new business documentation in line with service standards.
• Handle queries from Advisers and clients and respond promptly.

Skills

Administrative skills

Communication skills

CRM knowledge

Tools

Salesforce

Job description

Senior Financial Planning Administrator
Location - Wimborne Minster, Dorset (BH21)
Salary – Up to £35,000, depending on experience
Hours - Full or Part-time / In office - (Part-time candidates - minimum requirement would be 3 full days per week, with Thurs & Fri within the working days)

An exciting new opportunity has arisen for a Senior Financial Planning Administrator to join a family run practice who are an Appointed Representative of St. James’s Place Wealth Management Plc.
The Practice delivers a highly tactile relationship with its clients and needs someone who can work within a small team to help enhance our proposition experience even further. Someone who can evidence ‘extra mile’ client experience will be essential.

Being a family business, we pride ourselves on treating & respecting our clients as if they were part of the family.

The Role - Senior Financial Planning Administrator

You will provide efficient administrative support within our practice, in respect of business operations and the servicing of clients. You will produce relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations and valuations, as well as processing new business documentation in accordance with the agreed service and quality standards. You will be required to handle queries from Advisers and clients and take the appropriate action to ensure queries are dealt with in a timely and effective manner.

The Person - Senior Financial Planning Administrator

You will be able to demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You must be able to show initiative, support other office staff and be a strong communicator.
As you will have contact with clients, it is essential that you are professional and confident in dealing with clients and third parties, have excellent communication skills and can work with total discretion.

• Financial planning practice experience / SJP experience preferred.
• Knowledge of CRM systems, such as Salesforce.

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.