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Permanent

Financial Services Administrator

Leighton Buzzard
money-bag 35000.00-35000.00 Annual
3089153864
Posted Yesterday

Financial Services AdministratorLocation: Leighton Buzzard, LU7 Salary: Up to £35,000, depending on experienceWe are a small, family run financial advice and wealth management firm, part of the St. James''s Place network. We are looking for a professional and personable Administrator to join the team and become the ''operational backbone'' of the practice, supporting the advisers and helping deliver a smooth, high quality client experience from first enquiry through to onboarding, implementation, and ongoing reviews.You will take ownership of key admin workflows, keep records and client files in excellent order, liaise with providers, and help ensure our exemplary client service standards are met consistently across the full client lifecycle.The Role: Financial Services AdministratorYou will deal with a wide variety of administrative tasks supporting your colleagues and clients of the PracticeYou will manage and collate key data for reports and portfolio reviewsDealing with enquiries and correspondence from clients and providersManaging the database of clients and diary management for the Partner and AdvisersYou will be processing new business and liaising with SJP admin teamsTraining will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.The Person: Financial Services AdministratorTo be considered for this role you will need:Proven work experience as an Administrator ideally within Financial Se

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