Job Description

Financial Services Client Administrator

An excellent opportunity has arisen for a professional Financial Services Client Administrator. You will be part of a fast-paced team managing the work generated by the advisers and offering support as required. This business is well established and highly successful. You will be employed by the Practice.

New Forest Wealth Management is a Senior Partner Practice of St. James's Place plc.

The below job description covers a variety of duties but is not exhaustive.

The Role: Financial Services Client Administrator

You will be providing a high level of technical and administrative support while maintaining an excellent level of communication and customer service to clients and the team You will be a point of contact for clients and third parties dealing with general enquiries Deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM Process applications accurately and record the required management information Provide regular updates to Financial Adviser about case progression Extensive liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales You will be responsible for business submission using bespoke software You will need to ensure that business obtained is being processed in a timely way Due to the nature of the business, tasks must be completed within a timely manner
You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework

General

Provide administration support to the Advisers/Practice Manager as required Monitor and respond to email enquiries Support the day-to-day business operations within the Practice Project a professional image in both appearance and attitude and provide quality support on time to agreed standards Maintain technical competence at an appropriate level to meet the requirements of the role Maintain a good working relationship with colleagues, clients and third parties Answering telephone calls and assisting caller where possible; transferring calls where needed; taking messages and passing to relevant person

Package

Full Time Salary of 24,000 - 26,000 depending on experience and qualifications' Participation in company bonus scheme, after qualifying period Death in Service as standard, after qualifying period Option to opt-in to Private Medical Cover, after qualifying period Company pension scheme 28 days Holiday (inc Bank Holidays) Free Car Parking, friendly office Based just off the M27 near the Ower Roundabout

Key Skills

This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style. Preferably 2 years + experience in a client servicing support role within a Financial Services environment. Ideally within another SJP Practice You have excellent IT and communication skills, both written and verbal, with experience of Microsoft Word, Excel, Outlook Good use of the English Language - verbal, reading and writing Good time management and planning skills Ideally, you have used the CRM Salesforce You are a self-starter and able to work with little or no supervision It is essential that as a Financial Services Administrator you are confident in dealing with third parties and can work with total discretion.
Job Types: Full-time, Permanent

Pay: 24,000.00-26,000.00 per year

Benefits:

Company pension On-site parking Profit sharing
Ability to commute/relocate:

Romsey SO51 6AS: reliably commute or plan to relocate before starting work (required)
Work Location: In person

Reference ID: SM