ST. JAMES'S PLACE WEALTH MANAGEMENT PLC

Responsibility

• the account provision and administration of SJP users onto IT systems to include existing user profile changes and leavers
• first point of contact for all aspects of user access provisioning
• reviewing and regular amendments of Access provisioning procedures
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• maintaining accurate computer records
• provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
• working with the Partner and other office staff in all aspect of office management
• assisting the team with general administration tasks
• provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate
• sorting & Distributing incoming and outgoing post
• writing client annual review letters, fund switch letters & other compliance letters
• responding to client enquiries, liaising with third parties
• proactively manage e-mails and calendars for the three 'Heads of’ and to ensure efficient use of their time
• processing New Business and chasing through to completion

Requirements

• customer Services
• administrative
• administration Duties
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• general Administration
• bonds
• communication Skills
• organisational Skills
• people Skills
• some occasional business travel may be required to attend meetings/conferences
• previous experience within a Financial Planning role
• accurate typing
• high and Accurate typing speed
• must have a can do attitude
• must be flexible and adaptable
• excellent verbal, written and telephone communication skills
• exceptional attention to detail is paramount
• experience of working in a busy team environment
• visit the JobsAware website for information and free expert advice for safer work
• excellent communication skills
• report this job
• strong organisational skills
• ability to use own initiative and Multi task
• financial Administrative: 1 year
• administrative: 2 years
• able to work additional hours when required
• please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process
• reference: 50538569
• to stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse

Earnings for position administrator

Current offers for the position:

Responsibility

• managing diaries for all meeting rooms and ensuring relevant supplies are ordered and in stock within the location
• working closely with Facilities to ensure the continued smooth running of the location on a day-to-day basis
• managing the location switchboard
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• providing hospitality for visitors to the location
• providing support to the field managers including diary management
• taking minutes in meetings for colleagues, and ensuring these are distributed afterwards
• support with delivery of projects
• support with location related events and ad-hoc location tasks
• reception duties including, but not limited to, answering incoming phone calls, greeting, assisting and/or directing visitors, Clients and Partners, ensuring they follow the correct signing in and out process
• updating documents and reports

Requirements

• apprentice
• apprenticeship
• communication Skills
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• organisational Skills
• telephone Manner
• occasional travel may be required to attend events
• ability to maintain confidentiality at all times
• organized approach
• whilst completing your apprenticeship, you will be required to study for your Business Administration qualification, or another where deemed appropriate
• please note, St. James's Place is unable to sponsor any candidates for the Apprenticeship Programme. This is due to our requirements to comply with the UK Home Office’s Skilled Worker eligibility criteria as of December 2022
• this would not exclude candidates for these roles who are studying outside the UK and able to obtain immigration clearance to work in the UK without sponsorship
• this role will be solely based in our Nottingham office 5 days a week, due to the nature of the reception responsibilities

Earnings for position apprentice administrator

Current offers for the position:

Responsibility

• assist with the delivery of compliance monitoring plans
• maintain the compliance monitoring database and tracking actions through to completion
• assisting and preparing with key compliance reporting
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• you will rotate across the compliance division - spending time within regulatory engagement, Identifying and managing regulatory business changes
• maintenance and update of regulatory risk assessment documents
• building awareness and keeping up to date with key regulatory change

Requirements

• analytical
• apprentice
• apprenticeship
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• compliance
• data Analysis
• comfortable being customer-centric/focussed
• investigating trend and Interpreting data
• good written and verbal communication skills
• methodical and good attention to detail
• influencing, negotiation and diplomacy skills are very beneficial, but will be developed as an ongoing process in this apprenticeship
• independent research Including market research
• please note, St. James's Place is unable to sponsor any candidates for the Apprenticeship Programme. This is due to our requirements to comply with the UK Home Office’s Skilled Worker eligibility criteria as of December 2022
• this would not exclude candidates for these roles who are studying outside the UK and able to obtain immigration clearance to work in the UK without sponsorship
• this role is based in Cirencester- we operate a hybrid working approach, with an expectation to attend the office on a regular basis. There might be occasions, when you will need to travel to other locations in the UK

Earnings for position apprentice

Current offers for the position:

Responsibility

• provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
• writing client annual review letters, fund switch letters & other compliance letters
• responding to client enquiries, liaising with third parties

Requirements

• knowledge of research tools & software
• working Knowledge of CYC calculations
• knowledge in other areas such as Protection, IHT and Tax Efficient Investments
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• the ability to produce comprehensive, accurate and clear Suitability Reports using a combination of standard paragraphs and free text
• understanding of industry initiatives including RDR
• experience in writing suitability letters on a wide variety of topics, Pensions, Investments, Mortgages, Protection
• experience of preparing illustrations for numerous products, such as Protection
• desire to maintain knowledge of industry developments
• ability to prioritise workload and liaise with advisers to ensure adequate information is available to progress all cases
• undertake continuous professional development to meet regulatory requirements, both internally and externally
• ability to use the Electronic Business Submission system
• excellent grammar, spelling and punctuation skills
• ability to follow company and business processes
• financial Administrative: 1 year
• paraplanning: 2 years
• excellent interpersonal and communication skills
• A high standard of personal organisational skills
• experience of working to targeted service standards and procedures
• experience of back office administration that relates to the paraplanning role such as updating a client’s CFR, making sure that client files are audited and all regulatory and company requirements are met at the end of a case
• A proven track record in delivering first-class client service
• liaise with Business Assurance and ensure cases are graded as suitable first time on all pre and post approval checks

Earnings for position paraplanner

Current offers for the position:

Responsibility

• process applications and paper work, some of which maybe time critical
• complete quotation for mortgage, protection and other financial products
• respond to in-person and telephone inquiries from customers and advisers
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• prepare reports
• take ownership of the tasks assigned
• additionally, you will be preparing all documentation for the Advisor meetings, and will need to ensure that client information is recorded accurately
• perform other duties assigned by manager
• job Title: Client Relationship Manager
• you will be dealing with clients and third parties on a daily basis and you will be managing the pipeline of business through the Practice
• you will have an initial period of training to learn new processes and skills which would provide you with a solid foundation for a career within a Financial Services Practice
• location: Knutsford
• contract: Permanent
• hours: Full Time
• job Types: Full-time, Permanent
• closing date: 31st January 2023
• you will be working with 5+ Advisor in all aspects of office management including meeting preparation, post meeting actions, new business submissions, diary management & arranging appointments, client communications, preparing letters, and potentially a variety personal PA tasks

Requirements

• financial Services Admin: 1 year
• admin: 1 year

Current offers for the position: