A representative practice of St. James's Place Wealth Management Plc. are seeking a Financial Services Administrator to join their team on a hybrid basis. This is a heavily home based role with travel to London 1-2 times monthly. Alternatively individuals based in and around the Fareham/ Southampton would also be very suitable.
Ideal candidates will have at least 1-year prior experience in a similar position, within the financial services industry, SJP experience is highly preferable. You will enjoy being a teamplayer and be willing to commit long-term to a business going through exciting expansion.
In return you will receive a salary of circa £28,000 basic with an annual bonus of 10% ( paid quarterly), 25 days holiday plus your birthday, Pension contributions of 3% ER, 5% EE, ongoing support and progression.
As the financial services administrator you will work closely alongside the Head of Admin and members of the existing team.
Duties as follows:
- Booking meetings, ensuring all kept within Consumer duty timescales.
- Obtaining relevant discretions where unable to book.
- Booking meeting rooms where relevant.
- Ensure upload of correct review letter and all meetings & related tasks are completed following review.
- Pulling reports.
- Booking DD reviews.
- Create advice records.
- Ensure pack is produced and sent to adviser before meeting.
- Liaising with clients to follow correct procedure.
- Create and send relevant withdrawal form and supporting documentation where needed.
- Creating and sending to clients.
- Sending to providers.
- Creating Salesforce financial accounts & uploading.
- Chasing missing information.
- Updating Salesforce.