Client Relationship Administrator
Location: Chorley, Lancashire (PR7)
Salary: £23,500 per annum + bonus - working 5 days per week - full time
Are you an enthusiastic Administrator eager for your next role? Could you fulfil a vital support function within a busy office?
You will be working as part of an impactful and fast-paced team at a highly respected Appointed Representative of St. James’s Place Plc. The company provides high-quality bespoke financial advice and services to individuals, businesses, executives, managers, families, and entrepreneurs.
Their vision is to make the world of financial planning as positive, fun and stress free as possible.
The Rewards:
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Strong, caring, and collaborative working environment
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The chance to develop yourself and extend your skills and experience
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Joining a motivated team that works hard to create a long-term impact and a continuing success of their Practice
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Reward & Recognition Scheme
The company fosters a fun, positive, caring, professional, and innovative environment for both employees and clients and believe in treating everyone as equals so everyone feels heard and respected. A direct result of this is that the whole team shares their skills and knowledge to deliver an unrivalled level of service to their clients.
The Role: Client Relationship Administrator
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You will be tasked with superb levels of support to clients and the team
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You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
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You will manage and collate key data for reports and portfolio reviews
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Dealing with enquiries and correspondence from clients and providers
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Managing the database of clients and diary management for the Partner and Advisers
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You will be processing new business and liaising with SJP admin teams
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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 Relationship Administrator
To be considered for this role you will need:
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Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential
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Excellent customer service and the ability to build rapport and manage client relationships
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Strong attention to detail and be able to think on your feet
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Good time management and planning skills with the ability to multi-task
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Strong working knowledge of Excel, Word, and other Microsoft Office Programs
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It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion
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Demonstrate a positive attitude and high level of care and integrity
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Openness to change with a creative approach to problem solving, focusing on positive solutions
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 £216.94bn. 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.
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
