Job Description:

Job information Client Care Administrator - Refund Team from the Company St. James's Place, this latest Client Care Administrator - Refund Team job vacancy is located in the city Hybrid work in Cirencester located in the country United Kingdom . This latest job opening is open to job seekers who have the latest education / graduate GCSE . Job Vacancies in this Client field have been opened and published up to the specified time.

Job Responsibility:

St. James's Place (SJP) works in partnership to plan, grow and protect our clients' financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do. We believe in the value of difference and know that diverse teams can help us problem solve and innovate for clients.

We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves.

Location: Cirencester Office

Workplace Type: Hybrid, 2 days in Cirencester & 3 days remote

Employment Type: 6 month Fixed-Term Contract, Full Time

Seniority: Associate

Due to expansion and growth we have created 3 new 6 month Fixed Term Contract opportunities to join our Client Service Team. The role is to coordinate activity relating to refund payments and Ongoing Advice Charges (OAC) on behalf of SJP's Partnership and Clients.

This will be on an ad-hoc basis (Partner / client led) and on a scheduled basis (SJP led). This is to ensure instructions are validated, we hold sufficient documentation to evidence the client is aware of the activity, and it is being undertaken in the clients' best interest.

Who are we looking for:

A confident communicator, with excellent written and verbal skills, a tenacious and pragmatic approach to work, who enjoys a supportive and adaptable work environment. You will enjoy taking projects from start to finish and understand the importance providing a first class customer service

Key Responsibilities of the Job:

• To review, validate and refer instructions relating to Advice Charges and Refunds
• Act as point of contact for Clients following receipts of any changes
• Ensure records are accurate and evidence is maintained
• Maintain a close working relationship with our administration centre and other business areas across SJP

Requirements:

• Strong communication skills, both written and verbal
• Good IT literacy, including Excel, Word, Outlook, SharePoint, Salesforce, Teams, Zoom and PowerPoint
• Experience in an administration position and/or Financial Services will hold an advantage

What's in it for you?

• Non-Contributory Pension - 10% (increasing with length of service up to 15%) with further pension matching.
• Parental leave - 6 months full pay
• 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday

Flexible Working We know that everyone works best in different ways, at different times and in different environments. We have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours. Our people are encouraged to work in a flexible way that suits their lifestyle, so please ask the question and start a conversation!

Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.

Reasonable Adjustments

We're an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all, if you require reasonable adjustment(s) at any stage please let us know by emailing us at careers@sjp.co.uk

What's next?

Our team will be in touch. As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.

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Keywords : Cirencester jobs

Closed Date : 2025-02-09