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Client Review Administrator

Burgh Recruitment Ltd
Job LocationLeicestershire
EducationNot Mentioned
Salary10,000 per annum, pro-rata
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , part-time

Job Description

Client Review Administrator Location: Kibworth, LeicestershireSalary: £10,000 p/a based on 20hrs per week (hours negotiable)Are you an enthusiastic Administrative Assistant eager for your next role Could you fulfil a vital support function within a busy officeYou will be working as part of the team at a highly respected Appointed Representative of St. Jamess Place Wealth Management Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.The Rewards:

    • Good working environment
    • The chance to extend your skills and experience
    • Be able to feel part of something and be part of a small team that works hard to make a success of this Practice.
The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients.The Role: Client Review Administrator You will work closely with the Practice Director and other members of the admin team and be responsible for booking and confirming all client meetings and other client specific general admin duties. You will be tasked with superb levels of support to clientsand other team members. You will be a key member of the team dealing with a range of tasks supporting your colleagues and clients. You will be committed and keen to learn. Specifically, your role with involve:
    • Arranging all client review meetings/diary management
    • Preparing meeting notes and collating information prior to the partners meeting with the client
    • Answering and directing phone calls and dealing with client queries
    • Managing the database of clients
    • Correspondence for clients and providers
    • Processing new business
    • Full training will be given and there is the opportunity to progress within the SJP Accreditation Framework.
The Person: Client Review Administrator To be considered for this role you will need:
    • Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential
    • Excellent customer service and the ability to build rapport and manage client relationships
    • Strong attention to detail and be able to problem solve and think on your feet
    • Good time management and planning skills
    • Strong working knowledge of Excel, Word, and other Microsoft Office Programs
    • It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.
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 £154bn. This business Is well established and highly successful. 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.Please ensure that as you apply you are taken to the application site for Burgh Recruitment who are supporting the recruitment of this role for this SJP Practice

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