Financial Services Administrator

Financial Services Administrator

Hours Full Time, 9am-5pm Monday-Friday
Location Summertown, North Oxford

Salary Highly Competitive + benefits (DoE)

The role of Financial Services Administrator is to provide support in the delivery of all aspects of client relationship and administration within a highly successful SJP Partner Practice.
As a key member of the team, you ll work closely with colleagues to deliver high-quality technical support to the Advisors providing compliant advice to all Clients. This is a fantastic opportunity to develop your career within a supportive environment.

Key Duties and Responsibilities -

• Preparing all documentation ahead of client review meetings, to ensure the advisers are fully prepared for the meeting and highlighting any outstanding requirements.
• Ensuring all files are completed post review meeting and all client details are up to date. Completing withdrawal letters and post review letters as required, issuing them within a timely manner.
• Answering incoming telephone calls, dealing confidently and effectively with clients, providers and third parties.
• Providing administrative support to the Advisers and other members of the team, dealing with various client servicing tasks as required
• Ensuring all compliance documents are completed and saved to the relevant platforms (Salesforce, IBusiness and client files)

This is an interesting and challenging role that would suit a positive and professional self-starter who enjoys using their initiative, is collaborative and has a can do working style
The ideal experience, skills and behaviours you possess are:

• Excellent face-to-face and telephone client interaction skills, the ability to build rapport swiftly and provide quality support to agreed standards and timescales
• Calm and approachable, projecting professionalism and confidence, working with total discretion at all times
• Highly motivated to provide a first-class experience for the clients of the Practice
• Excellent written communication skills and great attention to detail.
• Ability to focus on your own tasks as well as on shared goals as part of the team.
• Previous experience in an office support role in Financial Services or a related sector.
• Knowledge of relevant regulation and legislation (desirable)
• Experience of client management systems such as Salesforce (desirable)
• Broad experience of Microsoft Office (Outlook, Word)
• Creating and maintaining client files / data IBusiness, Salesforce (previous use of these is desirable)

If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career.
The application process is straightforward, and we personally review every application as they come in.

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 £220.0bn. 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.

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