Client Support Administrator
Location: Fareham
Salary: £27,000 - £30,000 per year (experience dependent)
Are you an enthusiastic Client Support Administrator eager for your next role with a vision to make a stamp on the business? Could you fulfil a vital support function within a busy office?
You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.
The Role: Client Support Administrator
*You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
*You will manage and collate key data for reports and portfolio reviews
*Dealing with enquiries and correspondence from clients and providers
*Managing the database of clients and diary management for the Partner and Advisors
*You will be processing new business and liaising with SJP admin teams
*Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.
The Person: Client Support Administrator
To be considered for this role you will need:
*Proven work experience as an Administrator within a St. James’s Place Partner Practice
*Excellent customer service and the ability to build rapport and manage client relationships
*Strong attention to detail and be able to problem solve and think on your feet
*Good time management and planning skills
*Strong working knowledge of Excel, Word, and other Microsoft Office Programs
*It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.
The Rewards:
*Collaborative working environment
*The chance to extend your skills and experience
*Joining a motivated team that works hard to make a success of this Practice.
The company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.
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 £198.5bn. 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.