At a Glance
- Tasks: Support a dynamic team with various administrative tasks in financial services.
- Company: Join a respected financial practice with a collaborative and innovative culture.
- Benefits: Competitive salary, flexible hours, and opportunities for skill development.
- Other info: Be part of a motivated team with excellent career growth potential.
- Why this job: Make a real impact by supporting clients and helping them achieve their financial goals.
- Qualifications: Experience in administration and strong organisational skills are essential.
The predicted salary is between 30000 - 30000 £ per year.
Location: Colchester, Essex
Salary: Up to £30,000 DOE
Hours: Full or part time considered
Are you an enthusiastic experienced Administrator eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. The practice works with individuals, families, and business owners to provide high-quality financial planning and wealth management advice.
The Rewards:
- Collaborative working environment
- The chance to extend your skills and experience
- Joining a motivated team that works hard to make a success of this Practice.
The company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.
The Role:
You will be dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice.
- Managing and collating key data for reports and portfolio reviews
- Dealing with enquiries and correspondence from clients and providers
- Managing the database of clients and diary management for the Partner and Advisors
- Processing new business
