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For Companies At a Glance
- Tasks: Support daily operations, manage client data, and handle administrative tasks in a fast-paced environment.
- Company: Join St. James's Place, a top FTSE 100 Wealth Management company with a diverse client base.
- Benefits: Enjoy a competitive salary, hybrid work options, and opportunities for professional growth.
- Why this job: Be part of a successful team, develop your skills, and make a real impact in wealth management.
- Qualifications: Experience in administration, strong customer service skills, and proficiency in Microsoft Office required.
- Other info: Candidates will undergo standard financial and identity checks upon job offer.
The predicted salary is between 28000 - 42000 £ per year.
Job Description
Practice Administrator
Location: London / Hybrid
Salary: Up to £35,000 (DoE)
An excellent opportunity has arisen for a professional Practice Administrator to work in London based Partner Practice of St. James's Place plc.
You will be part of a fast-paced team managing the work generated by the Partner and Advisors and offering support as required. This business is well established and highly successful with a diverse Client base, including professional families, business owners, and private clients.
The Role: Practice Administrator
The key responsibilities of this role include: –
- Support the day-to-day business operations within the Practice
- Issue Letters of Authority and follow up with third-party providers
- Submit various request such as fund switches, withdrawals, changes to contributions and track progress
- Undertake a wide variety of administrative tasks supporting your colleagues and clients of the Practice
- Manage and collate key data for reports and portfolio reviews
- Deal with enquiries and correspondence from clients and providers
- Manage the database of clients and diary management for the Partner and Advisors
- You will be processing new and replacement business and liaising with SJP admin teams
- There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment
The Person: Practice Administrator
To be considered for this role you will need:
- Proven work experience as an Administrator within Wealth Management, preferably St. James's Place
- Excellent customer service and the ability to build rapport and manage client relationships
- Strong attention to detail and be able to problem solve and think on your feet
- Good time management and planning skills
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.
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. This business is well established and highly successful.
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.
Practice Administrator employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Administrator
✨Tip Number 1
Familiarize yourself with the specific services and products offered by St. James's Place. Understanding their wealth management approach will help you demonstrate your knowledge during interviews and show that you're genuinely interested in the role.
✨Tip Number 2
Network with current or former employees of St. James's Place to gain insights into the company culture and expectations for the Practice Administrator role. This can provide you with valuable information that can set you apart from other candidates.
✨Tip Number 3
Highlight your experience with administrative tasks in wealth management during any conversations or interviews. Be prepared to discuss specific examples where you've successfully managed client relationships and handled sensitive information.
✨Tip Number 4
Demonstrate your proficiency in Microsoft Office programs, especially Excel and Word, by preparing examples of how you've used these tools in previous roles. Being able to showcase your skills can give you an edge in the selection process.
We think you need these skills to ace Practice Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration, particularly within Wealth Management. Emphasize any roles where you've managed client relationships or supported a team.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as attention to detail and time management.
Showcase Relevant Skills: Highlight your proficiency in Microsoft Office programs, especially Excel and Word. Provide examples of how you've used these tools in previous roles to manage data or improve processes.
Prepare for Potential Questions: Think about how you would answer questions related to customer service and problem-solving. Be ready to discuss scenarios where you've successfully managed client inquiries or administrative tasks.
How to prepare for a job interview at Burgh Recruitment
✨Showcase Your Administrative Skills
Be prepared to discuss your previous experience as an administrator, especially in wealth management. Highlight specific tasks you've handled that align with the responsibilities listed in the job description, such as managing client databases and processing requests.
✨Demonstrate Customer Service Excellence
Since building rapport with clients is crucial, think of examples where you provided exceptional customer service. Be ready to explain how you managed client relationships and resolved any issues that arose.
✨Highlight Attention to Detail
Attention to detail is key in this role. Prepare to discuss situations where your meticulous nature helped avoid mistakes or improved processes. You might want to mention your experience with data management and report preparation.
✨Familiarize Yourself with Microsoft Office
As strong knowledge of Excel, Word, and other Microsoft Office programs is essential, be ready to discuss your proficiency with these tools. Consider mentioning specific projects where you utilized these applications effectively.
