Administrator Financial Services

Administrator Financial Services Location: Wetherby Salary: Highly Competitive + Bonus Hours: Full-time Hybrid working pattern available once initial training has been completed. An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. Jamess Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees. You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path. The Role: Administrator Financial Services You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise. You will – Enjoy providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice Work closely with the Partner Principal to track and schedule client review meetings – including diary management Prepare pre-meeting documentation – working closely with the Partner Principal and their support team for details of any additional preparation required – checking for accuracy, completion, compliance, etc Log and record client a…