Salary: Up to £28,000 (DoE) + Bonus + Benefits + Excellent career development opportunities
Are you an enthusiastic administrator who could offer core support within a busy Financial Services and Wealth Management office?
Are you keen to develop your skills and knowledge, and progress professional qualifications towards a career in Paraplanning or Financial Planning?
You will be working as part of the team at a highly respected Partner Practice of St. James’s Place Plc. The company won a Small Business of the Year award in 2022 and provides bespoke financial advice and services to a broad range of clients, individuals, high net worth individuals, families and businesses.
The Role: Business Administrator
- You will be part of the practice support team of 5, providing a high level of administrative support while maintaining an excellent level of communication with the team around you
- Focusing on liaising with and greeting clients for their appointments, with providers & third parties to gather information, and supporting 4 advisors in preparations and evidencing of meetings.
- Using a range of systems and AI tools to deliver work for advisors and clients efficiently.
- Full training is available, and opportunity to progress to technical administration, paraplanning and beyond.
The Person: Business Administrator
To be considered you will need:
- Strong attention to detail and be able to problem solve and think on your feet
- Excellent customer service and the ability to build rapport and manage client relationships
- Good time management and planning skills
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion
- Preference for candidates with 1+ years experience in a customer facing role within a Financial Services environment, or a relevant qualification from higher education
Rewards:
The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients, they are committed to providing a robust career development pathway with training and study support.
- Benefits include Private Medical Insurance, Group Death in Service, Company Pension, a generous bonus scheme and a real chance to progress your career.
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.
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