Financial Services Administrator

St. Jamess Place Wealth Management
Alton, Hampshire, South East, GU34 1BX, GB
Closing date
30 May 2022

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Job Type
Full Time
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Financial Services Administrator Hours: Full-time (Job share will be considered on a 2 & 3 day split) Location: Alton, Hampshire Salary: Highly Competitive We are looking for an enthusiastic candidate to join our highly professional Wealth Management team, who are appointed representative of St. James's Place Wealth Management plc. You will be working closely with our existing Partner Support Specialists, Client Servicing team and Advisors and will benefit from a self-study training programme. The Role: Financial Services Administrator As a Financial Services Administrator you will be trained in all areas of Client Servicing and New Business
• You will be transacting client investments and assisting with the preparation of presentations and documentation required for client meetings
• You will be obtaining and maintaining detailed client information to support the advice team as well as ensuring supporting documentation and back office systems are maintained and all client files remain compliant
• You will provide an efficient, friendly and professional point of contact for clients and enquiries by telephone, email and in person
• Full training will be given on all aspects of the role
• Self-Study through the St. James's Place Accreditation Programme is supported The Person: Financial Services Administrator
• We are looking for the right person and so are open to applications from GCSE, A Level and Degree educated candidates (but you will need at least GCSE grade C in Maths & English).
• Ideally you are looking for a career in Financial Services
• You are a self-motivated, hard working person who would thrive in a business that puts its clients first
• You are keen to learn and develop and are a team player
• You are IT proficient and can understand Excel spreadsheets with formulae
• You have excellent English language and grammar skills and are able to communicate effectively. St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 £154bn. 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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