Client Services Administrator

Location: Whiteley (PO15)

Salary: £22,000 - £24,000 (pro-rata for Part-time)

Hours: Part Time or Full Time - Office based

Are you an enthusiastic Client Services Administrator who could fulfil a vital support function within a busy Financial Services and Wealth Management office?
Working as part of the team at Capital Planning Partners who are a Senior Partner Practice of St. James’s Place Plc.

This is an exciting opportunity to join a proactive and professional team at a highly respected Senior Partner Practice of St. James’s Place Plc.

The Practice offers an environment where the whole team work together to deliver an unrivalled level of service to their clients.
The opportunity to develop further and study for professional qualifications is available and applications are welcomed from candidates who are keen to pursue a career in Financial Services

Willing to be flexible on hours for the right applicant but between 25-35 hours a week preferred.

The Role: Client Services Administrator

• You will be a point of contact for clients dealing with general enquiries
• You will be responsible for ensuring our clients have a review meeting booked at least once a year. Your role will involve day-to-day use of the Practice’s CRM database
• You will keep the back-office system updated maintaining live files and case notes
• You will be responsible for the preparation of meeting documentation and follow up client meeting notes providing a confirmation letter summarising the meeting and areas discussed
• You will be providing additional support for the Partner as and when required

The Person: Client Services Administrator

To be considered for this exciting role you will need:

• Proven work experience as an Administrator ideally in financial services or a related sector
• Excellent customer service skills and the ability to build rapport and manage client relationships
• Confident and polite telephone manner
• To be a self-starter and able to work with little supervision
• Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software
• Excellent literacy, numeracy, and communication skills
• Strong attention to detail and able to problem solve and think on your feet
• Good time management and planning skills

It is essential that you are confident in dealing with colleagues and can work with honesty, integrity, and 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 £184.4bn. 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.

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