Partnership Support Staff

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. 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