Client Servicing Administrator

Client Servicing Administrator

Location:  Annitsford, Cramlington

Salary: Competitive with excellent benefits and bonus

Hours: Full Time 

An excellent opportunity has arisen for a proactive and resourceful Client Servicing Administrator to join the team at Sleight Wealth Management Ltd, who are a well-established and successful Partner Practice of St. James’s Place Plc. (SJP)

Ideally you will have been working in Financial Services and have a good all-round knowledge which you are looking to expand and develop. 

The Role: Client Servicing Administrator 

As part of a fast-paced team, you will be responsible for liaising with existing clients to schedule review meetings in line with the Client Servicing requirements.

• You will be making appointments for the Partners and Advisors, and preparing reports and associated documentation
• You will be dealing with a wide variety of administrative tasks so will need time management, organisational and planning skills
• You will be managing the database of clients and the diaries of the Partner and Advisors
• You also will help to plan and deliver on various marketing activities for the Practice.

The Person: Client Servicing Administrator 

This is an interesting and challenging role that would suit a confident, resilient, and professional individual who enjoys using their initiative and someone who has a positive, sales orientated working style

• You will enjoy a client facing role and have the ability to build rapport swiftly
• You will need excellent written communication skills; and a broad experience of Microsoft Office (Outlook, Word, Excel)
• You’ll be a self-starter and with the ability to work with little or no supervision, and a creative approach to problem solving.
• It is essential that you are confident in dealing with third parties and can work with total discretion

St. James’s Place 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. SJP has funds under management in excess of £168bn.

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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