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Permanent

Financial Services Administrator

Oxford
money-bag 10000-500000 Annual
3130706863
Posted 2 days ago

Financial Services Administrator Location: Summertown, North OxfordHours: 9am - 5pm fully office basedSalary: Highly competitive + bonus and benefits Are you an enthusiastic Financial Services Administrator who could fulfil a vital support function as part of the team at a highly respected Appointed Representative of St. James''s Place Plc. (SJP)This is a varied, fast-paced and rewarding role requiring great attention to detail, excellent communication skills, and the ability to manage a varied workload while maintaining exceptional client service standards. You will be working closely with Advisers, Paraplanners, and the Administration team in this SJP Partner Practice to ensure the smooth delivery of all business processes and client servicing requirements.As the Financial Services Administrator you will be responsible for:Supporting a busy Practice with a range of administrative tasks Managing client communications and maintaining accurate records Assisting with reports, portfolio reviews, and new business processing Diary and database managementThe ideal experience, skills and behaviours you possess are:Excellent face-to-face and telephone client interaction skills, the ability to build rapport swiftly and provide quality support to agreed standards and timescalesCalm and approachable, projecting professionalism and confidence, working with total discretion at all timesExcellent written communication skills and great attention to detail.Ability to focus on your own tasks ..... full job details .....

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