Financial Services Administrator

As a Financial Services Administrator, the work centres on maintaining accurate client records on Salesforce and update management information. It would suit someone who can bring strong professional approach to the role.

What the work leans on

SJP has funds under management in excess of £216.94bn. Jamess 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.

Where the technical work sits

• Maintaining accurate client records on Salesforce and update management information.
• Complete AML and ID checks in line with regulatory requirements.
• Processing new business, replacements, fund switches and encashments efficiently and accurately.

What helps delivery stay steady

Strong professional approach.

Practical details

• Full-time, Permanent - Hybrid working available.
• Private Medical Insurance after successful completion of 6 months service.
• The Practice represents a FTSE 100 brand and has seen its success grow through the ethos of offering quality, face-to-face wealth management advice and commitment to building trust.
• 25 days annual leave plus bank holidays.

Job details

• Benefits mentioned: Holiday allowance, Private healthcare, Training, Hybrid working