An exciting new opportunity has arisen for a Financial Services Administrator to join a busy team within Milne Wealth Management who are a highly successful Appointed Representative of St. James’s Place Wealth Management plc.
St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment, retirement products and financial solutions to a high net worth client base.
The practice, Milne Wealth Management Ltd, has enjoyed a high degree of success and has grown year on year since it was established in 2012. This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.

REQUIREMENTS

• Previous office experience is essential; administrative experience is highly desirable
• Proficient computer skills, including typing speed and accuracy
• Strong knowledge of Microsoft Office Suite (Word, Excel, PowerPoint)
• Excellent phone etiquette with strong verbal communication skills
• Exceptional organisational skills with the ability to prioritise tasks effectively
• Experience in clerical roles with attention to detail in all aspects of work
• Financial Services experience is essential
  If you are a proactive individual looking to contribute to a thriving team, we encourage you to apply for this exciting opportunity.
  Job Types: Full-time, Permanent
  Pay: £25,000.00 per year

Benefits:

• Additional leave
• Casual dress
• Company pension
• Work from home

Experience:

• Financial services: 1 year (required)

Language:

• English (required)

Work Location: Hybrid remote in Bristol BS37 7L

THE ROLE

You will provide efficient administrative support to the Adviser(s) within the practice in respect of the business generated and the servicing of existing clients. You will produce all the relevant paperwork for the client, on behalf of the Adviser(s), including quotations, illustrations and valuations as well as processing all new business documentation in accordance with the agreed service and quality standards. You will handle queries from clients and third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner. We are a ‘client first’ practice and the needs of our clients are paramount throughout

DUTIES INCLUDED, AND NOT LIMITED TO

• Manage incoming calls and correspondence, ensuring professional communication at all times
• Perform data entry tasks accurately and efficiently, maintaining up-to-date records
• Assist with scheduling appointments, meetings, and travel arrangements as required
• Prepare documents, reports, and presentations using Microsoft Office
• Maintain office supplies inventory and place orders when necessary
• Organise files and documentation for easy access and retrieval
• Collaborate with team members to streamline administrative processes