Administrator Financial Services in Wetherby

Location: Wetherby

Salary: Highly Competitive + Bonus

Hours: Full-time

Hybrid working pattern available once initial training has been completed.

An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James's Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.

You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.

The Role:

• You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.
• Enjoy providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice.
• Work closely with the Partner Principal to track and schedule client review meetings - including diary management.
• Prepare pre-meeting documentation - working closely with the Partner Principal and their support team for details of any additional preparation required - checking for accuracy, completion, compliance, etc.
• Log and record client activity through Salesforce (CRM system).
• Proactively follow up post-meeting to ensure timely completion of review letters/anti-money laundering documents/Due Diligence Documentation/any other documentation.
• Handle all manner of business communications (email, phone, post, etc.).
• Liaise with 3rd party providers.
• Undertake work in other areas of the Practice, when required.
• Attend and contribute to regular update meetings with the Head of Administration.
• Maintain a good working relationship with colleagues, clients and 3rd parties.
• Organise client events.

The Person:

• This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a can-do working style.
• You will have previous experience within a professional office in an administrative support role, ideally within Wealth Management or an Independent Financial Advisory Business.
• You have excellent IT and communication skills, are highly organised and can make decisions.
• Your enthusiasm will project a positive and professional attitude.
• Most importantly, you are confident in dealing with Clients and third parties with total discretion.
• You will ideally have previous experience but training in some of these areas can be provided.

St. James's Place plc (SJP) is a leading, 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 £188.6bn. 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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