Address
Form of work
SalaryPractice Administrator
Location: London - Hybrid or Remote
Hours: Part Time 2/3 days a week
Salary: Highly Competitive - Self Employed
Working as part of the team at an Appointed Representative of St. James s Place Plc.
An excellent opportunity has arisen for a professional and experienced SJP Practice Administrator to work for a Partner within a St. James s Place Partner Practice which is based in London. You will be managing the work generated by the Partner and offering support as required.
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.
The Role: Practice Administrator
- You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice
- Ensuring client information is recorded accurately
- You will be responsible for writing withdrawal confirmation letters, annual review reports and fund switch letters
- You will issue Letter of Authority and follow up with third-party providers
- You will be a point of contact for clients and third parties dealing with general enquiries
- You will be processing new business and liaising with SJP admin teams
- Due to the nature of the business, tasks must be completed within a timely manner
The Role: Practice Administrator
To be considered for this role you will need:
- Previous experience as an Administrator for a St. James s Place Partner Practice
- Strong attention to detail and be able to problem solve and think on your feet
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs
- Good understanding of Salesforce and iBusiness
- Good time management and planning skills
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion
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
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
