Business Adminstrator

Eng4ge Business Consultancy have an exciting new opportunity for an individual looking to take the next step in their career to join a busy team within a wealth management practice who are a highly successful Appointed Representative of St. James’s Place Wealth Management Plc.

Duties:

• Post- meeting Summary emails & Letters for all BB meetings (and attaching to Related Tab)
• Submission of all replacement cases to the paraplanners
• Business submission and administration
• Assisting with any follow up actions from client meetings.
• Responsible for the administration of client information for the Partner/paraplanner, ensuring in all information is gathered in timely fashion and prepared fully before submitting to paraplanner to write case.
• Obtaining updates on cases with Paraplanners and liaising with other team members to book meetings
• Liaising with SJP/Technical departments for effective business support/ complex queries
• Administration and collating relevant documentation for client service, liaising with 3rd parties to obtain updates and further info
• Reviewing and proofing reading financial reports
• Promptly notifying/handover to Office Support Team of any actions following a meeting summary reply from the client (such as switches/withdrawals etc)
• Managing the client’s financial information and documents including collating information from various sources and updating/creating the Client Financial Review documents

Requirements:
- Strong analytical skills with the ability to interpret complex financial data.
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
- Excellent written and verbal communication skills.
- Detail-oriented with strong organizational skills.
- Ability to work independently and as part of a team.
- Knowledge of financial planning software is a plus.
- Previous experience in the financial services industry is preferred but not required.

This is an excellent opportunity for a motivated individual looking to gain experience in the financial planning industry. As Senior administrator you will have the opportunity to work closely with experienced professionals and develop your skills in paraplanning, financial analysis and client management. We offer opportunities for career growth within our organization. If you are passionate about finance and eager to learn, we encourage you to apply for this position.

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base. St. James’s Place Wealth Management has funds under management in excess of £157.5bn.

The Role

We are looking for person who can be integral part of the back office team by providing a high level of support to the Advisory team. Working alongside the Advisers, they will build relationships and establish themselves as the primary point of contact within the business for clients and 3rd parties. They will support the paraplanner and business admin team in business submission. They are responsible managing client data, 'placing’ of investments and other administration generated from client meetings and other incoming telephone, email and postal queries.

The successful candidate will have opportunity to further develop skills and knowledge within the financial services industry.

The Person

We are looking for a positive, reliable, flexible and motivated individual who can work well within a busy office environment and should be capable of working on their own, with a high level of attention to detail. Preferably with a minimum of 2 years admin experience They will play a vital role in enabling the partner to focus on seeing clients whilst the business is managed effectively from the back office.

As you will have regular contact with clients, it is essential that you are professional and confident in dealing with people and can work with total discretion. You will have excellent communication and organisational skills, a keen eye for detail and will thrive under pressure. You will be IT proficient, enjoy problem solving and be a confident decision maker.

Client service is paramount and therefore they will need to be fully immersed in all areas of the business and have a passion for giving excellent client service in a timely fashion whilst working closely with the partner on business development.

They will be provided with training support and have the opportunity to develop within their role with opportunities to specialise in areas of planning. The successful candidate will be able to work under pressure with a high level of attention to detail.

The role is essential to further business growth and will provide career opportunities to the successful candidate. This is a full time (9.00 am - 5.00 pm, Mon-Fri) position based in Newbury

Experience within Financial Services, Wealth Management, IFA is highly desirable.