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Permanent

Senior Administrator

London
money-bag Negotiable
49A7040492CEFADC78BC09AB0A10584C
Posted Yesterday

Social network you want to login/join with:An excellent opportunity has arisen for a professional Senior Administrator to work in London based Partner Practice of St. James''s Place plc.You will be part of a fast-paced team managing the work generated by the Partner and Advisors and offering support as required. This business is well established and highly successful with a diverse Client base, including professional families, business owners, and private clients.You will be a key point of contact for clients and third parties dealing with enquiries, as well as meeting and greeting at the office. You will oversee of the end-to-end business process, ensuring this is managed and tracked efficiently in line with Practice and regulatory standardsThe Role: Senior AdministratorThe key responsibilities of this role -Support the day-to-day business operations within the PracticeIssue Letters of Authority and follow up with third-party providersSubmit various request such as fund switches, withdrawals, changes to contributions and track progressUndertake a wide variety of administrative tasks supporting your colleagues and clients of the PracticeManage and collate key data for reports and portfolio reviewsDeal with enquiries and correspondence from clients and providersManage the database of clients and diary management for the Partner and AdvisorsYou will be processing new and replacement business and liaising with SJP admin teamsThere is scope within this role to progress and develop your knowledge within this exciting and fast paced environmentThe Person: Senior AdministratorTo be considered for this role you will need -Proven work experience as an Administrator within Wealth Management, preferably St. James''s PlaceExcellent customer service and the ability to build rapport and manage client relationshipsStrong attention to detail and be able to problem solve and think on your feetGood time management and planning skillsStrong working knowledge of Excel, Word, and other Microsoft Office ProgramsIt is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.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 £190.2bn. 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.When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green ''apply to this job'' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

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