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- Tasks: Provide top-notch admin support and keep the practice running smoothly.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Competitive salary, hybrid working, and a supportive team environment.
- Other info: Great opportunity for career growth in a respected financial services firm.
- Why this job: Make a real impact while developing your skills in a dynamic financial setting.
- Qualifications: 1-2 years admin experience, excellent customer service, and strong attention to detail.
The predicted salary is between 35000 - 35000 £ per year.
Location: Ilkley, Leeds (LS29)
Salary: £35,000 FTE
Hours: 25-30 per week, hybrid working (in office and working from home)
Are you an enthusiastic PSS Administrator with experience of working in an SJP Partner Practice, and ready for a new challenge? You will be keeping the Practice running smoothly and providing administrative support to the Advisers in this busy SJP Partner Practice.
The Role:
- You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice.
- You will be a point of contact for clients and third parties dealing with both general and technical enquiries.
- You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections, and valuations, including any compliance documentation.
- Liaising with external Paraplanners to progress cases.
- You will be responsible for managing Salesforce and keeping all client details up to date.
- Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contributions, along with preparing the review letter itself.
- Tracking the Business Pipeline, providing regular updates to both Clients and Advisers.
The Person:
- The ideal candidate will have 1 - 2 years' proven work experience as an Administrator within a St James's Place Partner Practice.
- Excellent customer service skills and the ability to build rapport and manage client relationships.
- Strong attention to detail and be able to problem solve and think on your feet.
- Good time management and planning skills.
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs.
- It 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, 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 client funds under management in excess of £220.0bn.
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.
Locations
Financial Services Administrator (Part-time) in Ilkley, Yorkshire employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator (Part-time) in Ilkley, Yorkshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience with SJP Partner Practices. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Salesforce and the specific tasks mentioned in the job description. We want you to show off your skills and how you can keep the Practice running smoothly!
✨Tip Number 3
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it’s a great way to reiterate why you’re the perfect fit.
✨Tip Number 4
Apply through our website for a smoother process! It’s super easy, and you’ll be able to track your application status. We’re here to help you land that Financial Services Administrator role!
We think you need these skills to ace Financial Services Administrator (Part-time) in Ilkley, Yorkshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your experience in administrative support, especially within a St James's Place Partner Practice, and showcase your customer service skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that demonstrate your attention to detail and problem-solving abilities.
Showcase Your Tech Skills: Since you'll be managing Salesforce and using Microsoft Office programs, make sure to mention your proficiency in these tools. If you have any relevant certifications or training, don’t forget to include them!
Follow the Application Process: When you're ready to apply, head over to our website and follow the application instructions carefully. Don’t forget to tick the Privacy Policy box and click the green 'apply to this job' button at the bottom of the page!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific role of a Financial Services Administrator. Familiarise yourself with St. James's Place and their offerings, as well as any recent news or changes in the industry that could impact their clients.
✨Showcase Your Customer Service Skills
Since this role involves a lot of client interaction, be prepared to discuss your previous experiences in customer service. Think of specific examples where you built rapport with clients or resolved issues effectively, as this will demonstrate your ability to manage client relationships.
✨Be Detail-Oriented
Attention to detail is crucial in this position. During the interview, highlight instances where your meticulous nature has helped prevent errors or improved processes. You might even want to mention your experience with tools like Excel and how you've used them to manage data accurately.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions about the role and the company. Ask about the team dynamics, the tools they use for managing client information, or how they measure success in this position. This shows your genuine interest and helps you assess if it's the right fit for you.