Senior Administrator - Partner Support Specialist

An excellent opportunity has arisen for a professional and experienced Senior Administrator to work for a highly successful Partner Practice of St. James s Place Wealth Management plc. You will be part of a fast-paced team managing the work generated by the Partner and offering support to the wider admin team as required., You will be providing a high level of administrative support to the Principal Partner whilst maintaining an excellent level of customer service to clients of the Practice including:

• + Provide specialist Business Administration support to the Partner Principal and across the wider adviser team, when required + Contribute to the provision of an exceptional client experience + Support colleagues across the team to meet operational needs + Prepare pre-meeting documentation - working closely with the Partner Principal for details of any additional preparation required - checking for accuracy, completion, compliance etc + Client servicing such as appointment making, logging of correspondence to Salesforce and keeping CFRs up to date + Preparing cases for Paraplanners, ensuring collation of all required documentation + New and transfer business submission + Liaising with clients and dealing with client queries
  
  This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a can do working style.
• + Relevant experience in Wealth Management (SJP experience would be a great advantage for the role) along with an all-round knowledge which you are looking to expand and develop + You will have excellent IT and communication skills, are highly organised and can make decisions + You have used the CRM Salesforce + You are a self-starter and able to work with little or no supervision + It is essential that as a Senior Partner Support Specialist you are confident in dealing with third parties and can work with total discretion
  
  St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £240.8bn. 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.