LOA Administrator Hours - Full time, 6 month contract Location: £27,000 pro rata Salary: London / Hybrid (3 days a week in office) Working as part of an Appointed Representative of St. James s Place Plc. The Practice is well established and highly successful. OVERALL JOB PURPOSE The LOA (Letters of Authority) Administrator will support all tasks across the LOA team including supporting Advisers with information gathering and issue resolution with providers. PRINCIPAL DUTIES - LOA Administrator The LOA Administrator s responsibilities will include supporting the team with the following: Requesting information from 3rd party providers Calling and chasing third party providers for information to progress client cases Managing the Letters Of Authority (LOA) tasks for Advisers Liaising with Wealth Advisers to process cases, clarify queries, and escalate issues Writing up and maintaining accurate notes on CRM platform Working in CRM platform and keeping tasks up to date and within agreed SLAs (service level agreements) Communicating via emails and calls professionally Posting, scanning and uploading documents PERSON SPECIFICATION - LOA Administrator Experience of working within financial services preferable but not essential Good GCSE or A Level results and proficient at all IT packages Excellent organisational and administration skills, Ability to proactively use initiative to problem solve and anticipate next steps A driven individual with a focus on client service