Financial Services Administrator (Part-time)

Financial Services Administrator (Part-time)
Location – Ilkley, Leeds (LS29)
Salary - £35,000 FTE
Hours: 25-30 per week, hybrid working (in office and working from home)

Are you an enthusiastic PSS Administrator with experience of working in an SJP Partner Practice, and ready for a new challenge?

You will be keeping the Practice running smoothly and providing administrative support to the Advisers in this busy SJP Partner Practice.

The Role: Financial Services Administrator

* You will be providing a high level of 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 both general and technical enquiries

* You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections, and valuations, including any compliance documentation

* Liaising with external Paraplanners to progress cases

* You will be responsible for managing Salesforce and keeping all client details up to date

* Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contributions, along with preparing the review letter itself

* Tracking the Business Pipeline, providing regular updates to both Clients and Advisers.

The Person: Financial Services Administrator:

The ideal candidate will have:

* 1 - 2 years' proven work experience as an Administrator within a St James's Place Partner Practice

* Excellent customer service skills and the ability to build rapport and manage client relationships

* Strong attention to detail and be able to problem solve and think on your feet

* Good time management and planning skills

* Strong working knowledge of Excel, Word, and other Microsoft Office Programs

* It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.

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 client funds under management in excess of £220.0bn

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.

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