Senior Administrator in Altrincham

Location: Hale, Altrincham

Salary: Highly Competitive with excellent benefits and bi-annual bonus

Hours: Full-time / In Office (35 hours per week with flexible start and finish times)

Working as part of the team at an Appointed Representative of St. James's Place Plc. An excellent opportunity has arisen for a St. James's Place experienced Senior Administrator to join this dynamic and proactive Partner Practice, who specialise in providing a range of investment and retirement products and solutions to meet the financial goals and objectives of their clients. You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise. This business is very well established and highly successful, with over 23 years experience in wealth management. You will have the opportunity to progress your career, gaining knowledge and skills to help you develop an interesting and meaningful career path.

The Role:

• Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
• Submitting new business and fund transfers using bespoke software
• Sending out correspondence and requesting detailed information from clients and third parties
• Carrying out fund switches and financial calculations for clients using specific systems and processes
• Ensuring that all business is being processed to the highest standards of compliance at all times
• Setting up the clients' annual reviews and producing the post review letters, detailing all changes
• Managing Salesforce and keeping all client details up to date
• Being the Go To person for clients and third parties dealing with general enquiries, and chasing providers for funds and information

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 have been working in a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop.
• You have excellent IT and communication skills, are highly organised and can make decisions.
• Ideally you will have used the Salesforce CRM system.
• You are a self-starter and able to work with little or no supervision.
• Most importantly, you are confident in dealing with clients and third parties with total discretion.
• You will be expected to have the knowledge to undertake this role with a minimum of 2 years experience working in a similar role for SJP or a SJP Partner Practice.
• You will also have the opportunity to progress within the SJP Accreditation framework.

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 £198.5bn.

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.