Administrator - Financial Services
Administrator - Financial Services Location: Colchester, Essex Salary: Up to £30,000 DOE Hours: Full or part time considered Are you an enthusiastic experienced Administrator eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Appointed Representative of St. James s Place Plc. The practice works with individuals, families, and business owners to provide high-quality financial planning and wealth management advice. The Rewards: Collaborative working environment The chance to extend your skills and experience Joining a motivated team that works hard to make a success of this Practice. The company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients. The Role: Administrator - Financial Services You will be dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice Managing and collating key data for reports and portfolio reviews Dealing with enquiries and correspondence from clients and providers Managing the database of clients and diary management for the Partner and Advisors You will be processing new business and liaising with SJP admin teams Preparing Client reports and suitability letters (liaising with administrators in the team) Training will be given and there is scope within this role to progress and ..... full job details .....
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