Job Description

My client, a market-leader in independent retail financial advice is looking for a competent and experienced Administrator to join its team.

Being a St. James’s Place member, the company is willing to appoint a predominantly home-based Administrator who has experience of working for SJP and understands its products, systems and processes.

This business shapes everything it does around delivering the best outcomes for both its private and corporate clients. Its Advisers focus on its clients’ financial needs and aspirations and recommend the best possible way forward to achieve their requirements.

As a Financial Administrator, you will provide the highest level of admin support and aspects of paraplanning support to its Financial Advisers to ensure its clients’ expectations are exceeded. You will be involved in record keeping, processing new business and delivering client reports. You will compile and prepare comparison materials, including cost analysis, cash flow models and investment fund analysis.

You will be rewarded with a competitive basic salary of circa £19K (negotiable dependent on experience) as well as a range of additional benefits. You will be fully supported with career development, including exam and study costs. A great opportunity for someone who is keen to continue their career within Financial Services and work for an industry leader.

Required Knowledge, Skills, and Abilities

Experience within retail financial services is essential for this role, ideally within an SJP practice. An ability to prioritise workload is also important, as well as a proven and demonstrable ability to work quickly and unsupervised. You will have a can-do attitude and have a collaborative nature to achieve objectives.