At a Glance
- Tasks: Support a dynamic team with client communications and administrative tasks.
- Company: Respected financial services firm with a focus on client satisfaction.
- Benefits: Highly competitive salary, bonuses, and great benefits.
- Other info: Opportunity for professional growth in a supportive team.
- Why this job: Join a fast-paced environment where your attention to detail makes a real difference.
- Qualifications: Strong communication skills and ability to manage diverse tasks.
The predicted salary is between 30000 - 40000 £ per year.
Location: Summertown, North Oxford
Hours: 9am - 5pm fully office based
Salary: Highly competitive + bonus and benefits
Are you an enthusiastic Financial Services Administrator who could fulfil a vital support function as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. (SJP)? This is a varied, fast-paced and rewarding role requiring great attention to detail, excellent communication skills, and the ability to manage a varied workload while maintaining exceptional client service standards.
You will be working closely with Advisers, Paraplanners, and the Administration team in this SJP Partner Practice to ensure the smooth delivery of all business processes and client servicing requirements.
As the Financial Services Administrator you will be responsible for:
- Supporting a busy Practice with a range of administrative tasks
- Managing client communications and maintaining accurate records
- Assisting with reports, portfolio reviews, and new business processing
- Diary and database management
The ideal experience, skills and behaviours you possess are:
- Excellent face-to-face and telephone client interaction skills, the ability to build rapport swiftly and provide quality support to agreed standards and timescales
- Calm and approachable, projecting professionalism and confidence
Financial Services Administrator employer: Burgh Recruitment Ltd
Join a dynamic team in Summertown, North Oxford, where your role as a Financial Services Administrator will be pivotal in delivering exceptional client service within a highly respected practice. Enjoy a supportive work culture that values professional growth, offers competitive salaries with bonuses, and fosters a collaborative environment among Advisers and Paraplanners, ensuring you thrive in your career while making a meaningful impact.
