Financial Services Administrator

Financial Services Administrator

Location: Newton-le-Willows, WA12

Hours: Monday to Friday 9.30am to 4.30pm

Salary: Up to £30,000 (DoE)

We are looking for a friendly, organised Financial Services Administrator to provide support in the delivery of all aspects of client relationship and administration within a highly successful SJP Partner Practice.
This is a varied role where you will be joining a team that manage a varied caseload, prepare accurate and compliant documentation, and help keep everything running smoothly behind the scenes.
If you enjoy detail, organisation, and working as part of a supportive team in Financial Services, this could be a great fit.

The Role: Financial Services Administrator

• Preparing meeting notes, Ongoing Advice letters, and client documentation
• Supporting advisers with projections, calculations, and general admin
• Processing new business and replacement or transfer cases within pensions and investments
• Liaising with clients by phone and email, keeping records up to date
• Tracking pipeline activity and helping the team meet service levels
• Checking the progress of advice cases such as fund switches, drawdown and decumulation reviews with the relevant departments

To be suitable for this role you will need:

• A positive and professional attitude
• Experience of working in Financial Services, ideally with a St. James's Place Practice or an IFA for several years and have good all-round knowledge which you are looking to expand and develop
• Excellent customer service skills and the ability to build rapport and manage client relationships
• Strong attention to detail and be able to problem solve and think on your feet
• 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.

What you will get:

• A supportive and collaborative team environment
• Training, development, and opportunities to progress
• A role where your work genuinely supports clients and advisers

If this role sounds like a good fit for you, we would 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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