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LOA Administrator
Hours - Full time, 6 month contract
Location: £27,000 pro rata
Salary: London / Hybrid (3 days a week in office)
Working as part of an Appointed Representative of St. James’s Place Plc. The Practice is well established and highly successful.
OVERALL JOB PURPOSE
The LOA (Letters of Authority) Administrator will support all tasks across the LOA team including supporting Advisers with information gathering and issue resolution with providers.
PRINCIPAL DUTIES - LOA Administrator
The LOA Administrator’s responsibilities will include supporting the team with the following:
* Requesting information from 3rd party providers
* Calling and chasing third party providers for information to progress client cases
* Managing the Letters Of Authority (LOA) tasks for Advisers
* Liaising with Wealth Advisers to process cases, clarify queries, and escalate issues
* Writing up and maintaining accurate notes on CRM platform
* Working in CRM platform and keeping tasks up to date and within agreed SLAs (service level agreements)
* Communicating via emails and calls professionally
* Posting, scanning and uploading documents
PERSON SPECIFICATION - LOA Administrator
* Experience of working within financial services preferable but not essential
* Good GCSE or A Level results and proficient at all IT packages
* Excellent organisational and administration skills,
* Ability to proactively use initiative to problem solve and anticipate next steps
* A driven individual with a focus on client service and contributing towards high-performance culture
* Adaptable to change management plans and advocate to business initiatives
* IT technically proficient including Office 365
* Committed to advocating and encouraging an inclusive and diverse team culture.
* Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.
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 £190.2bn.
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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