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- Tasks: Join our team as a Client Services Administrator, managing client reviews and providing top-notch support.
- Company: Work with a respected FTSE 100 Wealth Management company, St. James’s Place Plc.
- Benefits: Enjoy a competitive salary, excellent benefits, and opportunities for career progression.
- Why this job: This role offers a dynamic environment where you can grow your skills and make a real impact.
- Qualifications: Experience in Financial Services is preferred; strong IT and communication skills are essential.
- Other info: Training provided, with a clear path for career advancement within the company.
The predicted salary is between 25000 - 27000 £ per year.
Administrator – Client Services
Location: Exeter (in office)
Salary: £25,000 – £27,000 pa dependent on experience with excellent benefits and bonus
You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc.
An excellent opportunity has arisen for a professional Administrator to work in our central Exeter office.
You will be part of a fast-paced team managing the work generated by the four advisers and offering support as required alongside three other members of the support team. This business is well established and highly successful.
The role: Administrator – Client Services
- You will be responsible for managing our annual review process, ensuring that clients are contacted in a timely manner to effectively book them into adviser's diaries. You will then prepare meeting packs and ensure compliant logging of all meetings to meet with Consumer Duty standards
- You will be responsible for other elements of client service including managing withdrawals, and organising birthday cards and gifts for clients
- You will be providing a high level of administrative support while maintaining an excellent level of client service
- You will be a point of contact for clients and third parties dealing with general enquiries
- You will be responsible for business submission using bespoke software
- Due to the nature of the business, tasks must be completed within a timely manner. There will be peaks and troughs of workload during the year and so you must be willing and able to flex to the needs of the business.
You will be expected to have the knowledge to undertake this role, but training can be given in all areas, and you will have the opportunity to progress within the SJP Accreditation framework. Furthermore, we have our own career development framework, offering progression to senior administrator or into different teams in the future, working with you on your goals and supporting any further qualifications required for this ambition.
The Person: Administrator – Client Services
This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a ‘can do’ working style and enjoys spinning multiple plates at once.
- You will have been working in Financial Services for several years and have good all-round knowledge which you are looking to expand and develop
- You have excellent IT and communication skills, are highly organised and can make independent decisions
- Ideally, you have used the CRM Salesforce
- You are a self-starter and able to work independently on a day-by-day basis, albeit a management structure is in place
- It is essential that you are confident in dealing with third parties and can work with total discretion
- A relevant qualification or progress towards one would be an advantage but is not essential.
St. James’s Place plc (SJP) is a leading, a 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 funds under management in excess of £184.4bn. This business is well established and highly successful.
We are a Senior Partner Practice of SJP, having been established for over eight years with around 350 households across the UK and £155m of funds under management.
Please note that we 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.
Client Services Administrator employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator
✨Tip Number 1
Familiarize yourself with the financial services industry, especially the role of an administrator in client services. Understanding the nuances of client interactions and the importance of compliance will help you stand out during the interview.
✨Tip Number 2
Highlight your organizational skills and ability to manage multiple tasks effectively. Be prepared to discuss specific examples from your past experiences where you successfully juggled various responsibilities while maintaining high client service standards.
✨Tip Number 3
If you have experience with CRM systems like Salesforce, make sure to mention it. Being proficient in such tools can give you an edge, as it shows you can adapt quickly to their processes and contribute to the team from day one.
✨Tip Number 4
Demonstrate your proactive approach by preparing questions about the company's culture and growth opportunities. This shows your genuine interest in the role and your desire to develop within the organization.
We think you need these skills to ace Client Services Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Client Services Administrator position. Make sure you understand the responsibilities and requirements, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in financial services and any relevant administrative roles. Mention specific tasks you've handled that align with the responsibilities listed in the job description.
Showcase Your Skills: Demonstrate your IT and communication skills in your application. If you have experience with CRM systems like Salesforce, be sure to mention it, as this is a key requirement for the role.
Follow Application Instructions: When applying, make sure to follow the instructions provided by Burgh Recruitment carefully. Tick the Privacy Policy box and ensure you complete all sections of the application form to avoid any delays.
How to prepare for a job interview at Burgh Recruitment
✨Show Your Organizational Skills
As an Administrator in Client Services, being organized is key. Prepare examples of how you've managed multiple tasks or projects simultaneously in your previous roles. This will demonstrate your ability to handle the fast-paced environment described in the job description.
✨Familiarize Yourself with Financial Services
Since the role requires knowledge of Financial Services, brush up on relevant terminology and concepts. Be ready to discuss your experience in this field and how it relates to the responsibilities of the position.
✨Highlight Your Communication Skills
Effective communication is crucial for this role. Prepare to share instances where you successfully handled client inquiries or collaborated with third parties. This will showcase your ability to maintain excellent client service.
✨Demonstrate Initiative and Flexibility
The job requires a 'can do' attitude and the ability to adapt to changing workloads. Think of examples where you've shown initiative or adapted to new challenges in your previous positions, and be ready to discuss them.
