Practice Administrator
Location: Stirling (FK8)
Salary: Highly Competitive + bonus + benefits
Hours: 9am - 5pm, + work from home Fridays
We are looking for a Practice Administrator to provide full administrative support to a team of Financial Advisers within a senior Partner Practice office in Stirling.
Are you enthusiastic and keen to support the team in their daily activities in an environment where the clients' needs always come first?
This is a great position for someone who is self-motivated, a competent multitasker, and does not require too much structure in their working day to maintain focus and take responsibility for their own workload.
As this is a highly regulated environment, we are ideally looking for someone with administrative experience in the financial services sector.
Good computer skills are essential, as are high-quality verbal and written communication and interpersonal skills. Accuracy and attention to detail are vital to this role, as the team strive to ensure their clients receive the excellent service that they deserve.
The role will be varied and mixed but will include:
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Assisting clients' day-to-day queries on the telephone, by e-mail, and in writing
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Providing full administrative support to the Financial Advisers and Operations Manager
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Diary management and scheduling client meetings
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Preparing for client meetings, and documenting post-meeting actions to client records on Salesforce
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Processing letters of authority, fund switches and withdrawals
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Accurately maintaining and updating spreadsheets and databases
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Preparing various trust forms, Deed of Assignment and stock transfer forms for submission
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Getting to know clients in order to anticipate their needs
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Meeting and greeting clients in the office, offering refreshments & making them welcome
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Management of office purchases & supplies, e.g. stationery and equipment
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Handling daily incoming and outgoing mail
To be considered for this role you will need:
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Proven work experience as an Administrator within an office support role. Financial Services experience is advantageous but not essential
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Excellent customer service skills and the ability to build rapport and manage client relationships
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Strong attention to detail and be able to problem solve and think on your feet
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Good time management and planning skills
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Strong working knowledge of Excel, Word, and other Microsoft Office Programs
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A confident approach when dealing with clients, colleagues and third parties and can work with total discretion
St. James's Place plc (SJP) is a leading, a highly regarded FTSE 250 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 £181.9bn. 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.