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Financial Planning Administrator

Burgh Recruitment Ltd
Job LocationBirmingham
EducationNot Mentioned
Salary28,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Financial Planning AdministratorLocation: Harborne, BirminghamSalary: Highly Competitive + Bonus & BenefitsHours: Full timeThis is a fantastic opportunity for an experienced financial services administrator to showcase their initiative and drive in our fast-paced business. This is an exciting role working closely alongside the MD/Financial Planners and Practice Manager to provide exceptional client service, marketing, and administration support.If this sounds like the perfect role, we would love to hear from you.A little about us -Based in comfortable offices in Harborne, Birmingham, the practice was established in 2010 with customer service being at the forefront of everything we do and has grown to become a highly successful Senior Partner Practice of St. James Place Wealth Management. With ambitious growth plans, we pride ourselves on developing close relationships with our clients, taking time to fully understand their needs and provide a full range of services that compliments their financial planning, in line with their lifestyle choices.We can offer you a supportive and comfortable working environment and provide you with the long-term career opportunities.Job Role -

    • Proactively liaising with providers, clients, and prospects, supporting with any queries and achieving agreed timescales for follow up
    • Management of client review meeting process and client onboarding process, ensuring that business obtained is being processed as required
    • Maintaining client files, inputting and updating data into systems, in accordance with GDPR guidelines
    • Proactively finding ways to enhance the client experience, ensuring client satisfaction is kept at a high standard at all times
    • Liaising with the relevant technical departments at head office, ensuring accurate tracking and delivery of responses to client queries
    • Coordinating the MDs diary, including preparing for client review meetings, ensuring all documentation / information is available
    • Building strong working relationships within the practice, suppliers, and clients
    • Undertaking specific projects as determined by the Practice Manager
    • Manage and develop our marketing activities and our social media presence
You will be -
    • Courteous, polite, professional, a genuine team player, who wants to work alongside a great group of like-minded colleagues
    • Have the ability to work under own initiative, making decisions and resolving issues
    • Be a pro-active, forward thinking, and driven individual that will get things done
    • Ability to adapt and demonstrate flexibility
    • Be a strong and professional communicator, both written and verbally
    • Have a good working knowledge of the regulated financial services market and fundamental business principals
    • Have a strong working knowledge of Microsoft Office applications
    • Ability to quickly adapt to new technology and easily acquiring new technical skills
    • A strong knowledge of database and client management
St. Jamess 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 fundsunder management in excess of £142.3bn.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 press Submit at the bottom of your application. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

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