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For Companies At a Glance
- Tasks: Support Advisors and Clients by managing appointments, emails, and CRM systems.
- Company: Join a top FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Enjoy a hybrid work environment and opportunities for professional growth.
- Why this job: Be part of a dynamic team in a fast-paced financial services setting.
- Qualifications: Must have experience with St. James's Place and be proficient in Salesforce.
- Other info: Standard Financial and Identity checks will be conducted for candidates.
The predicted salary is between 24000 - 32000 £ per year.
PSS Administrator
Location – Manchester/Hybrid
Salary – up to £32,000 based on experience
Are you an enthusiastic PSS Administrator eager for your next role? Could you fulfil a vital support function within a busy Financial Services office?
If you have previous experience within St.James\’s Place and want to progress further, you could be working as part of a team in a very successful Appointed Representative of St. James’s Place Plc.
The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.
The Role – PSS Administrator
The position will require an enthusiastic and professional candidate who can deliver first class support to Advisors and Clients.
Duties include but are not exclusive to:
- Managing appointments and client review meetings, and responding to client emails and managing the CRM system
- Preparing for Client Financial Reviews and preparing relevant Illustrations and meeting packs
- Issuing and following up on Letters of Authority with clients and third parties
- Submitting and progressing post review actions such as fund switches, withdrawals, changes to contribution portfolios
- You will be managing and collating key data for reports and reviews
- Dealing with enquiries on behalf of the Advisor, always focussing on providing excellent levels of service to Clients
- You will be processing new business and liaising with SJP admin teams
- There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment
The Person – PSS Administrator
This is an interesting and challenging role that would suit a confident, motivated, highly organised, and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
You must have previous experience and must be strong in the following areas:
- Relevant experience of working for a St. James\’s Place Partner Practice is essential.
- Proficient in the use of Salesforce software
- High level of attention to detail & excellent organisation skills
- High standard of written & verbal communication skills
- Highly IT literate, including advanced MS Outlook, Excel, Teams, and Word skills
- Ability to prioritise conflicting demands effectively
- Strong interpersonal skills, demonstrating a professional, proactive and positive attitude
- Ability to work autonomously as well as working on shared goals as part of a team
- Effective time management and multi-tasking skills
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 £184.4bn. 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.
Partnership Support Staff employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Partnership Support Staff
✨Tip Number 1
Familiarize yourself with St. James's Place and their services. Understanding their approach to financial advice will help you align your skills and experiences with their values during the interview.
✨Tip Number 2
Highlight your experience with Salesforce in your conversations. Since proficiency in this software is crucial for the role, be ready to discuss specific examples of how you've used it effectively in past positions.
✨Tip Number 3
Demonstrate your organizational skills by preparing a mock schedule or plan for managing client appointments and reviews. This will showcase your proactive approach and ability to handle multiple tasks efficiently.
✨Tip Number 4
Prepare to discuss your communication style. Since the role requires excellent verbal and written communication, think of examples where you've successfully managed client inquiries or collaborated with team members.
We think you need these skills to ace Partnership Support Staff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any previous roles at St. James's Place. Emphasize your proficiency in Salesforce and your organizational skills.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to manage client relationships and support advisors effectively.
Highlight Key Skills: In your application, clearly outline your attention to detail, communication skills, and ability to prioritize tasks. Use examples from your past work to illustrate these skills.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as this reflects your attention to detail and professionalism.
How to prepare for a job interview at Burgh Recruitment
✨Show Your Enthusiasm
Make sure to express your enthusiasm for the role and the company during the interview. Highlight your eagerness to contribute to the team and support Advisors and Clients effectively.
✨Demonstrate Your Experience with St. James's Place
Since relevant experience with St. James's Place is essential, be prepared to discuss your previous roles and how they have equipped you with the skills needed for this position. Share specific examples of your contributions in past roles.
✨Highlight Your Organizational Skills
Given the importance of organization in this role, provide examples of how you've successfully managed multiple tasks or projects in the past. Discuss your methods for prioritizing conflicting demands and ensuring attention to detail.
✨Prepare for Technical Questions
As proficiency in Salesforce and advanced MS Office skills are required, be ready to answer technical questions or even demonstrate your knowledge. Familiarize yourself with common functionalities and best practices related to these tools.
