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- Tasks: Support Advisors and Clients by managing appointments, emails, and CRM systems.
- Company: Join a successful Partner Practice of St. James’s Place Plc, a top FTSE 100 Wealth Management company.
- Benefits: Enjoy a hybrid work environment with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team in a fast-paced financial services setting that values initiative and excellence.
- Qualifications: Must have experience with St. James's Place and be proficient in Salesforce and MS Office.
- Other info: Candidates will undergo standard Financial and Identity checks upon offer.
The predicted salary is between 19200 - 22400 £ per year.
PSS Administrator
Location – Manchester/Hybrid
Salary – up to £32,000 based on experience
Are you an enthusiastic PSS Administrator eager for your next role? Could you fulfil a vital support function within a busy Financial Services office?
If you have previous experience within St.James\’s Place and want to progress further, you could be working as part of a team in a very successful Appointed Representative of St. James’s Place Plc.
The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.
The Role – PSS Administrator
The position will require an enthusiastic and professional candidate who can deliver first class support to Advisors and Clients.
Duties include but are not exclusive to:
- Managing appointments and client review meetings, and responding to client emails and managing the CRM system
- Preparing for Client Financial Reviews and preparing relevant Illustrations and meeting packs
- Issuing and following up on Letters of Authority with clients and third parties
- Submitting and progressing post review actions such as fund switches, withdrawals, changes to contribution portfolios
- You will be managing and collating key data for reports and reviews
- Dealing with enquiries on behalf of the Advisor, always focussing on providing excellent levels of service to Clients
- You will be processing new business and liaising with SJP admin teams
- There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment
The Person – PSS Administrator
This is an interesting and challenging role that would suit a confident, motivated, highly organised, and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
You must have previous experience and must be strong in the following areas:
- Relevant experience of working for a St. James\’s Place Partner Practice is essential.
- Proficient in the use of Salesforce software
- High level of attention to detail & excellent organisation skills
- High standard of written & verbal communication skills
- Highly IT literate, including advanced MS Outlook, Excel, Teams, and Word skills
- Ability to prioritise conflicting demands effectively
- Strong interpersonal skills, demonstrating a professional, proactive and positive attitude
- Ability to work autonomously as well as working on shared goals as part of a team
- Effective time management and multi-tasking skills
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.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
Partnership Support Specialist employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Partnership Support Specialist
✨Tip Number 1
Familiarize yourself with the specific services and products offered by St. James's Place. Understanding their unique offerings will help you demonstrate your knowledge during interviews and show that you're genuinely interested in the role.
✨Tip Number 2
Network with current or former employees of St. James's Place to gain insights into the company culture and expectations. This can provide you with valuable information that you can use to tailor your approach when applying.
✨Tip Number 3
Highlight your experience with Salesforce and other relevant software in conversations or during interviews. Being able to discuss specific examples of how you've used these tools effectively will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your organizational skills and time management strategies. Since the role requires managing multiple tasks, being able to articulate how you prioritize and handle conflicting demands will be crucial.
We think you need these skills to ace Partnership Support Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any previous roles at St. James's Place. Emphasize your proficiency in Salesforce and your organizational skills.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to manage client relationships and support advisors effectively.
Highlight Key Skills: In your application, clearly outline your attention to detail, communication skills, and ability to prioritize tasks. Use examples from your past work to illustrate these skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your professionalism and attention to detail, which are crucial for this role.
How to prepare for a job interview at Burgh Recruitment
✨Show Your Enthusiasm
Make sure to express your enthusiasm for the role and the company during the interview. Highlight your eagerness to contribute to the team and support Advisors and Clients effectively.
✨Demonstrate Your Experience with St. James's Place
Since relevant experience with St. James's Place is essential, be prepared to discuss your previous roles and how they have equipped you with the skills needed for this position. Share specific examples of your contributions in past roles.
✨Highlight Your Organizational Skills
Given the importance of organization in this role, provide examples of how you've successfully managed multiple tasks or projects simultaneously. Discuss your methods for prioritizing conflicting demands and ensuring deadlines are met.
✨Prepare for Technical Questions
As proficiency in Salesforce and advanced MS Office skills are required, be ready to answer technical questions or even demonstrate your knowledge. Familiarize yourself with common functionalities and best practices related to these tools.
