Financial Services Administrator

Recruiter
Burgh Recruitment Ltd
Location
Leicestershire
Posted
14 Apr 2018
Closes
17 May 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Financial Services Administrator

Location: Enderby, Leicester

Hours: Full time

Salary: Highly Competitive plus a discretionary bonus and other benefits


Working as part of the team at Throgmorton Associates Wealth Management Ltd who are an Appointed Representative of St. James’s Place Wealth Management Plc.

An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James’s Place Wealth Management Practice. You will be based at our offices in Enderby, writing reports in respect of the business generated by the Financial Advisers within the Practice.

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.

This practice is well established and highly successful.

The Role

Your role will include checking CFR’s, collating client information, preparing suitability letters, preparing illustrations, managing cases to completion and working with internal processing systems. You will be given full training on the relevant IT systems.

You will need to ensure that the business obtained is being processed compliantly and in a timely way.

You will be liaising with third parties on a daily basis.

The Person

This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who enjoys using their initiative and who has a 'can do’ working style. It is essential that you are a self-starter and happy working with little or no supervision.

Ideally, you have been working for an IFA or in a Wealth Management environment and you hold the Level 4 Dip PFS qualification or are working towards obtaining it. Alternatively, you may be FPC qualified and/or have significant industry experience. You will need to have experience of the administration of IHT and/or Pension and/or Investment products

You are highly organised. You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion.

To apply:Please click Apply on Reed and you will be ultimately redirected to an applications site managed by Burgh Recruitment (who run the St. James’s Place Partnership Recruitment Portal). Please ensure you have submitted your CV to Burgh Recruitment and completed their short application form or your application will unfortunately not be reviewed.

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