At a Glance
- Tasks: Provide top-notch support and manage client enquiries in a fast-paced financial environment.
- Company: Join a successful team at Capital Planning Partners, part of St. James's Place Plc.
- Benefits: Competitive salary, bonus scheme, and opportunities for professional growth.
- Other info: Dynamic work environment with potential for career advancement.
- Why this job: Kickstart your career in finance with hands-on experience and training.
- Qualifications: Previous experience in financial services is a plus, but training is available.
The predicted salary is between 28000 - 32000 £ per year.
Location: Denmead (PO7) or Alton (GU34)
Salary: £28k - £32k depending on experience plus bonus scheme
Working as part of the team at Capital Planning Partners (Holdings) Ltd who are an Appointed Representative of St. James's Place Plc. An excellent opportunity has arisen for a professional Financial Services Administrator to work in Denmead or Alton. You will be part of a fast-paced team managing the work generated by the Partner and offering support as required. This business is well established and highly successful. You will be employed by the Practice.
The Role:
- You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice.
- 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.
- You will need to ensure that business is processed accurately and within agreed timescales.
You will have some previous experience and knowledge of financial services but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework.
Financial Services Administrator in Hampshire employer: Burgh Recruitment
Join a dynamic and supportive team at a leading Partner Practice of St. James's Place Wealth Management in Gravesend, where your contributions as a Senior Administrator will be valued and rewarded. With a highly competitive salary, excellent benefits, and a focus on professional development, this role offers a unique opportunity to grow within a fast-paced environment that prioritises client service excellence and innovative solutions. Experience a collaborative work culture that encourages proactive ideas and fosters career advancement, making it an ideal place for those seeking meaningful and rewarding employment.
