An excellent opportunity has arisen for a Financial Services Administrator/PA working as part of a small team in an established Financial Planning firm, that is an appointed representative of St. James’s Place.
This is a hybrid role working from home and a home office based in Poulton, Cirencester
Flexible 3days-15/20 hours per week
Renumeration will be experience dependant
The role requires the following:
- Administration experience essentialÂ
- Marketing and social media experience essential
- Financial services background beneficial but not essential as there will be training
- Excellent IT skills with Microsoft 365 and outlook
- An excellent communicator who is confident to speak with clients and external providers on a daily basis Â
The role includes supporting and managing the work generated by two Financial Advisers such as:
- Arranging annual client meetings, pre meeting prep, and follow up meeting admin
- Supporting the processing and management of new business and workflow using internal tools such as Salesforce and other platform software
- Proactively liaising with providers, clients, and prospects, supporting any queries and managing timescales for work cases
- Event management, Practice Marketing and Social Media management
To enquire please send your CV to Victoria.davidson@sjpp.co.uk or jane.davidson@sjpp.co.uk.
