Role Purpose
To provide high-quality administrative and technical support to the Partner and Practice Manager, helping to optimise client relationships and ensure the efficient day-to-day operation of the Practice.
Key Duties and Responsibilities:
- Provide comprehensive technical and administrative support to the Practice.
- Prepare for client meetings and complete all post-meeting actions, including accurately updating client records on Salesforce.
- Ensure client files contain all required identification documents, application forms and supporting information.
- Process new business applications accurately and record all required management information.
- Progress applications with advisers, clients, product providers, SJP Administration Centres and other third parties to ensure cases are completed within the required timescales.
- Monitor outstanding cases and proactively follow up on applications, Letters of Authority and other required documentation.
- Produce illustrations, run reports and collate key client and business data.
- Prepare high-quality templated client correspondence and reports.
- Answer incoming telephone calls and communicate confidently and professionally with clients, product providers and third parties.
- Welcome clients and visitors to the Practice, ensuring they receive a warm and professional experience.
- Liaise extensively with SJP Administration Centres, providing accurate information to support the timely completion of transactions.
- Provide general administrative support to ensure the smooth and efficient operation of the office.
Knowledge and Experience:
- Previous experience in an administrative or office support role, ideally within financial services or a related professional sector.
- Experience using client relationship management systems, such as Salesforce.
- Knowledge of relevant financial services regulations and legislation would be advantageous.
- A degree or progress towards relevant R0 qualifications would be desirable.
Skills and Behaviours:
- Strong proficiency in Microsoft Office, including Word, Excel, PowerPoint and Outlook, together with confidence in using other relevant technology.
- Excellent organisational and time-management skills, with the ability to manage multiple priorities in a busy Practice.
- Strong written and verbal communication skills, with the ability to interact effectively and professionally with clients, colleagues and external partners.
- Excellent face-to-face and telephone manner, with the ability to build rapport quickly.
- High levels of accuracy and attention to detail.
- Ability to learn and adapt quickly to new systems, processes and procedures.
- Remains calm and effective when managing conflicting demands or changing priorities.
- Demonstrates a consistently positive, proactive and professional attitude.
- Works effectively both independently and as part of a collaborative team.
- Responds positively to change and takes a practical, creative approach to problem-solving.
- Handles confidential and sensitive client information with appropriate care and discretion.
Required Competencies:
Quality Focus
Takes personal responsibility for the accuracy, quality and timeliness of work. Delivers results with minimal supervision and remains focused despite interruptions or competing demands.
Teamwork
Promotes cooperation and commitment across the Practice, contributing positively to shared objectives and deliverables.
Embracing Change
Responds positively to change and adopts new systems, working practices and ideas to improve outcomes and solve problems.
Developing Self and Others
Demonstrates an ongoing commitment to professional development, learning and continuous improvement.
Communicating Effectively
Listens carefully, understands the needs of others and communicates information clearly using language appropriate to the audience.
Planning and Organising
Manages time, priorities and resources effectively to meet deadlines and achieve business objectives.
Client Care
Builds and maintains trusted client relationships by consistently delivering a professional, responsive and first-class client experience.
Pay: £25,000.00-£27,000.00 per year
Benefits:
- Company pension
- Financial planning services
- On-site parking
- Profit sharing
Work Location: In person
