Financial Services Administrator

Financial Services Administrator
Location: Denmead (PO7) or Alton (GU34)

Salary: £28k - £32k depending on experience plus bonus scheme

Working as part of the team at Capital Planning Partners (Holdings) Ltd who are an Appointed Representative of St. James’s Place Plc.

An excellent opportunity has arisen for a professional Financial Services Administrator to work in Denmead or Alton.

You will be part of a fast-paced team managing the work generated by the Partner and offering support as required. This business is well established and highly successful. You will be employed by the Practice.

The Role: Financial Services Administrator

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

* You will be responsible for business submission using bespoke software

* You will need to ensure that business is processed accurately and within agreed timescales

You will have some previous experience and knowledge of financial services but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework

The Person: Financial Services Administrator

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.

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* You will have been working in Financial Services for a minimum of 2 years and have good all-round knowledge which you are looking to expand and develop

* You have excellent IT and communication skills, are highly organised and can make decisions

* 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.

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 £216.94bn. 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.

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