Client Servicing Administrator

Job Location	Cramlington
Education	Not Mentioned
Salary	£30,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

Client Servicing Administrator Location: Annitsford, CramlingtonSalary: Competitive with excellent benefits and bonusHours: Full TimeAn excellent opportunity has arisen for a proactive and resourceful Client Servicing Administrator to join the team at Sleight Wealth Management Ltd, who are a well-established and successful Partner Practice of St. James’s Place Plc. (SJP)Ideally you will have been working in Financial Services and have a good all-round knowledge which you are looking to expand and develop.The Role: Client Servicing Administrator As part of a fast-paced team, you will be responsible for liaising with existing clients to schedule review meetings in line with the Client Servicing requirements.

You will be making appointments for the Partners and Advisors, and preparing reports and associated documentation
You will be dealing with a wide variety of administrative tasks so will need time management, organisational and planning skills
You will be managing the database of clients and the diaries of the Partner and Advisors
You also will help to plan and deliver on various marketing activities for the Practice.

The Person: Client Servicing Administrator This is an interesting and challenging role that would suit a confident, resilient, and professional individual who enjoys using their initiative and someone who has a positive, sales orientated working style

You will enjoy a client facing role and have the ability to build rapport swiftly
You will need excellent written communication skills; and a broad experience of Microsoft Office (Outlook, Word, Excel)
You’ll be a self-starter and with the ability to work with little or no supervision, and a creative approach to problem solving.
It is essential that you are confident in dealing with third parties andcan workwith total discretion

St. James’s Place 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 inexcess of £168bn.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.

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