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Job Location | Bristol |
Education | Not Mentioned |
Salary | £21,000 - £23,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Eng4ge Business Consultancy have an exciting new opportunity for an individual looking to take the next step in their career to join a busy team within a wealth management practice who are a highly successful Appointed Representative of St. James’s PlaceWealth Management Plc.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. St. James’s PlaceWealth Management has funds under management in excess of £150bn.The practice has been highly successful and experienced year on year growth since it was established. Based in Bristol their offices are located within Aztec West business park with great transport links. Free parking is provided directly in front of theoffice. This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.The Role We are looking for a Client Servicing Administrator who can help maintain strong client relationships and help to provide support for the advisory team. They will establish themselves as the primary point of contact within the business for all day-to-dayenquiries, manage the client review process via effective diary management, assisting Advisers to prepare for client meetings, business submission and any client administration generated from client meetings. The successful candidate will be given the opportunityto further develop skills and knowledge.The PersonWe are looking for a positive, reliable, flexible and motivated individual who can work well within a busy office environment and should be capable of working on their own, with a high level of attention to detail. Preferably with a minimum of 1 years adminexperience. They will play a vital role in enabling the partner to focus on seeing clients whilst the business is managed effectively from the back office.Client service is paramount and therefore as you will have regular contact with clients, it is essential that you are professional and confident in dealing with people and can work with total discretion. You will have excellent communication and organisationalskills, a keen eye for detail and will thrive under pressure. You will be IT proficient, enjoy problem solving and be a confident decision maker.This is a full time (35hrs Monday-Friday) based in office, located in Aztec west Bristol. Full training on internal systems and processes will be provided.Main Duties & Responsibilities
Keyskills :
Client MeetingsClient ServicesData EntryDiary ManagementOrganisational SkillsPrioritisation