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SJP Written Enquiries - Senior Associate

  • Job reference DST/TP/63046/12589
  • Job type Full Time
  • Sector Administration and Operations
  • Location Chelmsford

Summary

The role of a Written Enquiries associate is to investigate, resolve and provide a bespoke response to SJP Partners, Client's and IFA's, by telephone, email or written communication regarding our Unit Trust and ISA products.

Package

In return for your loyalty & commitment, you will receive your competitive salary as well as our exclusive rewards package that offers flexibility and choice as well as:

  • Flexible holiday allowance
  • A competitive pension scheme
  • Life Assurance (4 x salary)
  • Private Healthcare
  • Discounts from a number of high street retailers

Main Responsibilities

The team work closely with most business areas within WMI, including Platform Dealing, CRM and Finance Teams, meaning we have strict deadlines to ensure SLA's are met. The team act as a hub for all business areas, utilising a specialised matrix to assist each business area in providing a consistent, professional service to the client. All associates are required to be competent in a variety of areas across the business and build professional internal and external relationships. They are expected to have a high level of understanding of client money rules and internal procedures, along with good verbal and written skills, as well as a high level of attention to detail. Side by side training is provided over a 4-6 week period, ensuring knowledge and skills are at the desired level before processing solo.

The Written Enquiries Team is an excellent starting point in the financial administration world as they are required to have a broad understanding of all financial matters, whether it is dealing, client money, deceased accounts or commission queries.

Ideal Candidate

  • Strong written and interpersonal skills
  • Excellent analytical skills
  • Good personal organisational skills
  • Experience of working within the Financial Services Industry
  • Excellent Communication skills
  • Intermediary knowledge of EXCEL and WORD
  • Experience in carrying out quality assessments and analysis (desirable)
NANorth America
Join us
EMEAEurope, The Middle East & Africa
APACAsia-Pacific

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