Financial Services Administrator

Financial Services Administrator 

Location: Summertown, North Oxford

Hours: 9am - 5pm fully office based

Salary: Highly competitive + bonus and benefits 

Are you an enthusiastic Financial Services Administrator who could fulfil a vital support function as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. (SJP)

This is a varied, fast-paced and rewarding role requiring great attention to detail, excellent communication skills, and the ability to manage a varied workload while maintaining exceptional client service standards. 

You will be working closely with Advisers, Paraplanners, and the Administration team in this SJP Partner Practice to ensure the smooth delivery of all business processes and client servicing requirements.

As the Financial Services Administrator you will be responsible for:

• Supporting a busy Practice with a range of administrative tasks 
• Managing client communications and maintaining accurate records 
• Assisting with reports, portfolio reviews, and new business processing 
• Diary and database management

The ideal experience, skills and behaviours you possess are:

• Excellent face-to-face and telephone client interaction skills, the ability to build rapport swiftly and provide quality support to agreed standards and timescales
• Calm and approachable, projecting professionalism and confidence, working with total discretion at all times
• Excellent written communication skills and great attention to detail.
• Ability to focus on your own tasks as well as on shared goals as part of the team.
• Previous experience in an office support role in Financial Services.
• Creating and maintaining client files; experience of client management systems such as Salesforce would be ideal
• Broad knowledge of Microsoft Office (Outlook, Word, Excel)

If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career.

The application process is straightforward, and we personally review every application as they come in.

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.

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.