Location:               Hybrid / Office                                              Salary:                    Highly Competitive Salary

Contract:              Permanent - 5 days per week                    Hours:                     Full time (8:45am – 5:00pm)

Benefits:             Contributory Pension + 33 days holiday + bank holidays.

The opportunity

An exciting new opportunity has arisen for an exceptional Client Manager to join our busy team.

We offer a great package that includes a generous holiday allowance of 33 days + bank holidays, pension and support for relevant exams. Hybrid working is available.

The role 

You will provide high quality administrative support to Financial Advisers and the Practice Manager including, but not limited to;

• Undertake administrative tasks to support the Financial Advisers & Practice Manager as necessary;
• Corresponding with clients, internal departments and external providers by letter telephone and email;
• Preparing files such as client review and presentation paperwork for client meetings;
• Data entry in to various systems including Salesforce and maintaining accurate data across our systems for our clients;
• Updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
• Handle complex cases and ensure that any business applications are processed in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;

You will have initial and ongoing training to learn new processes and skills, which would provide you with a solid foundation for career progression and your personal development.

The person 

You will be able to demonstrate exceptional administrative skills within financial services with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work, ideally within the St. James's Place Partnership.  You will be self-motivated, willing to learn, have a ‘can do’ working style, be able to show initiative, have excellent organisational and IT skills and be a strong communicator. 

As you will have contact with clients, it is essential that you are professional and confident in dealing with third parties, have excellent communication skills and can work with total discretion. 

Experience within an SJP Practice would be a distinct advantage.

HOW TO APPLY

Please email your CV together with a covering letter to rwafp@sjpp.co.uk

Notes

Should your application be successful, an offer of employment will be subject to a Financial and Identity check, satisfactory references and proof of eligibility to live and work in the UK.