Client Service Administrator

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 £150bn.

The senior practice has been highly successful and experienced year on year growth since it was established. Based in Fleet their offices are located with great transport links. Free parking is provided directly in front of the office. This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.

The Role

We are looking for a Client Servicing Administrator who can help maintain strong client relationships and help to provide support for the advisory team. They will establish themselves as the primary point of contact within the business for all day-to-day enquiries, manage the client review process via effective diary management, assisting Advisers to prepare for client meetings, business submission and any client administration generated from client meetings. The successful candidate will be given the opportunity to further develop skills and knowledge.

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.

Client service is paramount and therefore 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.

This is a full time (35hrs Monday-Friday) based in office, located in Fleet. Full training on internal systems and processes will be provided.

Main Duties & Responsibilities

• Assisting with the administration of client meetings including identifying review meetings to be booked.
• Assisting with pre-meeting research and documentation including gathering information from client files, documents and valuations for the Financial Advisers and uploading to on-line client files as required.
• Assisting with any follow up actions from client meetings
• Gathering and chasing information from SJP administration centres and external 3rd parties such as life and pension companies to ensure client work is completed within given timescales.
• Managing the client’s financial information and documents including collating information from various sources and updating/creating the Client Financial Review documents.
• Responsible for the LOA process and 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.
• Responsible for managing client evidencing client servicing, and for updates and maintenance of the CRM system, filing and other IT systems.
• Responsible for the administration of client information for the Partner/paraplanner, ensuring in all information is gathered in a timely fashion and prepared fully before submitting to paraplanner to write case.
• Responsible for client facing compliance - completing various forms with client data.
• Preparing presentation documents for Partner & Adviser.
• Post and general office admin.
• Answering calls and handling queries professionally, re-directing or taking messages and using initiative to deal with queries.
• Any other duties as may reasonably be required for both the business and the Partner, consistent with the vacancy.