Financial Administrator

St. James's Place Wealth Management
14 Dec 2018
12 Jan 2019
Contract Type
Full Time
Financial Administrator

Location: Clayton-Le-Woods, Chorley.

Salary: £18,000 pa

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

An excellent opportunity has arisen for a Financial Administrator to work for a successful, growing, Partner Practice. You will be part of a fast paced team, helping to collate information for the business. You will be employed by the Practice with full training and support provided.

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. SJP has funds under management in excess of £90bn.

The Role – Financial Administrator

This role will require the individual to undertake case preparation activities in support of the financial advisers’ work, including the collation and analysis of information through contacting third parties by telephone, producing illustrations and valuations, preparation of client files for meetings and production of client reports. Experience and Financial Services Diploma qualification preferred but not essential as training will be provided.

You will be a key member of the team dealing with a wide range of tasks supporting your colleagues and clients.

Specifically your role with involve:
• Contacting third party providers by telephone to obtain information
• Meeting and greeting clients
• Answering and directing phone calls
• Preparing client files for the advisers’ meetings
• Managing the database of clients and spreadsheets of workflow
• Typing letters for clients and providers
• Producing reports for clients
• Submitting application forms
Full training on the relevant internal systems will be provided.

About You

To be considered as a Financial Administrator, you will need:
• GCSEs in Maths and English Grade B or above
• Be willing to work towards completion of CII qualifications supported by the company
• Proven work experience as an administrator or within an office support role
• Ability to build rapport and manage client relationships
• Attention to detail
• Good analytical skills
• Excellent Customer service
• Excellent time management, prioritisation and planning skills
• Enthusiasm for becoming an authority on the financial planning options for clients
• Strong working knowledge of Excel, Word and other Microsoft Office Programs
It is essential that you are confident in dealing with 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

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