At a Glance
- Tasks: Provide essential admin support and manage client enquiries in a dynamic office.
- Company: Join a respected financial services practice with a friendly team atmosphere.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Training provided with potential for career advancement.
- Why this job: Be the go-to person in a fast-paced environment where every day is unique.
- Qualifications: Experience in admin roles and strong customer service skills are preferred.
The predicted salary is between 23310 - 28490 £ per year.
Please ensure you read the below overview and requirements for this employment opportunity completely.
Location: Risby, Bury St Edmunds
Hours: Full time (part time considered)
Salary: competitive + benefits
Are you an enthusiastic and experienced Administrator looking for an interesting and varied role? Could you fulfil a vital support function within a busy office?
This is an excellent opportunity to join a highly respected St. James's Place Partner Practice, who provide bespoke financial advice and services to a broad range of private clients, individuals, families and businesses.
You’ll become an important part of a friendly, collaborative team where everyone works together to deliver an exceptional level of service. This is a varied role in a fast-paced environment where no two days are the same.
The Role:
- You will be the 'Go To' person for clients and third parties dealing with general enquiries, along with varied and interesting responsibilities including;
- Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
- Submitting new business using bespoke software
- Sending out correspondence and requests for information
- Managing the database of clients and diary management for the Advisors
- Preparing and collating key information for clients' annual reviews
- Managing the CRM Database (Salesforce) and keeping all client details up to date
- Liaising with SJP admin teams to ensure all processes are compliant and completed within agreed timescales
- Training can be provided and there is scope within this role to progress as you develop your knowledge within this exciting and fast-paced environment.
The Person:
We’re looking for an enthusiastic and capable Administrator who takes pride in providing excellent support and going the extra mile for colleagues and clients.
Ideally, you will have:
- Previous experience in an administrative or office-support role within Financial Services, ideally within an SJP or IFA Practice
- Excellent customer service skills and the ability to build strong, professional client relationships
- Excellent attention to detail, with the ability to identify issues, solve problems and think on your feet
- Strong organisation skills
Please click on the apply button to read the full job description.
Administrator employer: Burgh Recruitment
St. James’s Place plc is an exceptional employer, offering a dynamic work environment where high-quality financial planning meets outstanding client service. With a strong focus on employee development and a culture that values collaboration and innovation, you will have ample opportunities for professional growth while contributing to a meaningful client journey in the heart of the financial sector.
