Financial Services Administrator

Financial Services Administrator
Location: Corsham (SN13)
Salary: Highly Competitive + Bonus
Hours: Full time in office (9-5, Monday - Friday)

An excellent opportunity has arisen for a professional Financial Services Administrator to join this friendly and proactive St. James's Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.
You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.

You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.

The Role: Financial Services Administrator

The role offers variety and challenge, including but not limited to:

• • You will be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information
  • Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
  • Submitting new business and fund transfers using bespoke software
  • Sending out correspondence and requesting detailed information for Pension Transfer cases
  • Carrying out...