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- Tasks: Support the LOA team with information gathering and issue resolution.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Enjoy a hybrid work model and competitive salary of £27,000 pro rata.
- Why this job: Be part of a high-performance culture while making a real impact in financial services.
- Qualifications: Good GCSE or A Level results; experience in financial services is a plus.
- Other info: Standard Financial and Identity checks will be conducted for successful candidates.
Hours - Full time, 6 month contract
Location: London / Hybrid (3 days a week in office)
Salary: £27,000 pro rata
Working as part of an Appointed Representative of St. James’s Place Plc. The Practice is well established and highly successful.
OVERALL JOB PURPOSE
The LOA (Letters of Authority) Administrator will support all tasks across the LOA team including supporting Advisers with information gathering and issue resolution with providers.
PRINCIPAL DUTIES - LOA Administrator
- Requesting information from 3rd party providers
- Calling and chasing third party providers for information to progress client cases
- Managing the Letters Of Authority (LOA) tasks for Advisers
- Liaising with Wealth Advisers to process cases, clarify queries, and escalate issues
- Writing up and maintaining accurate notes on CRM platform
- Working in CRM platform and keeping tasks up to date and within agreed SLAs (service level agreements)
- Communicating via emails and calls professionally
- Posting, scanning and uploading documents
PERSON SPECIFICATION - LOA Administrator
- Experience of working within financial services preferable but not essential
- Good GCSE or A Level results and proficient at all IT packages
- Excellent organisational and administration skills
- Ability to proactively use initiative to problem solve and anticipate next steps
- A driven individual with a focus on client service and contributing towards high-performance culture
- Adaptable to change management plans and advocate to business initiatives
- IT technically proficient including Office 365
- Committed to advocating and encouraging an inclusive and diverse team culture
- Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture
St. James’s Place plc (SJP) is a leading, 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 £190.2bn.
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.
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.
Administrator - Fixed Term Contract 6 months employer: St. James's Place Wealth Management
Contact Detail:
St. James's Place Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Fixed Term Contract 6 months
✨Tip Number 1
Familiarise yourself with the financial services sector, especially the role of Letters of Authority. Understanding how LOAs work and their importance in client cases will give you an edge during interviews.
✨Tip Number 2
Brush up on your CRM skills. Since you'll be using a CRM platform to manage tasks and maintain accurate notes, being proficient in this area will demonstrate your readiness for the role.
✨Tip Number 3
Practice your communication skills, both written and verbal. As you'll be liaising with Advisers and third-party providers, being able to communicate clearly and professionally is crucial.
✨Tip Number 4
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. This will highlight your ability to handle the responsibilities of the LOA Administrator effectively.
We think you need these skills to ace Administrator - Fixed Term Contract 6 months
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the LOA Administrator. Familiarise yourself with tasks such as managing Letters of Authority and liaising with Wealth Advisers.
Tailor Your CV: Highlight relevant experience in administration or financial services in your CV. Emphasise skills like organisation, problem-solving, and proficiency in IT packages, especially Office 365.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and how your skills align with the job requirements. Mention your commitment to client service and adaptability to change.
Follow Application Instructions: When applying, ensure you follow the specific instructions provided by Burgh Recruitment. Don’t forget to tick the Privacy Policy box and submit your application correctly to receive confirmation.
How to prepare for a job interview at St. James's Place Wealth Management
✨Know Your Role
Familiarise yourself with the responsibilities of the LOA Administrator. Understand the tasks involved, such as managing Letters of Authority and liaising with Wealth Advisers. This will help you demonstrate your knowledge and enthusiasm during the interview.
✨Showcase Your Organisational Skills
Highlight your organisational and administration skills. Be prepared to discuss specific examples of how you've managed tasks or projects in the past, especially in a fast-paced environment. This will show that you can handle the demands of the role effectively.
✨Demonstrate Problem-Solving Abilities
Prepare to discuss situations where you've had to use your initiative to solve problems. The role requires proactive thinking, so sharing examples of how you've anticipated issues and resolved them will impress your interviewers.
✨Emphasise Communication Skills
Since the role involves communicating with third-party providers and Wealth Advisers, be ready to talk about your communication style. Provide examples of how you've successfully handled professional correspondence, both written and verbal, to ensure clarity and efficiency.
