Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage administrative processes and support client interactions in a financial services setting.
- Company: Join a boutique practice backed by St. James’s Place, offering personalised financial planning services.
- Benefits: Enjoy flexible working hours, career development opportunities, and study support.
- Why this job: This role offers autonomy, growth potential, and the chance to make a real impact.
- Qualifications: Experience in financial administration, strong organisational skills, and a keen interest in financial planning.
- Other info: Hybrid work model with occasional meetings in York.
Self employed hourly rate £15-17 dependent on experience
Part-time, 20-25 hours per week
Hybrid / Home-based must be able to commute to York
Our client, a Partner Practice of St. James’s Place Wealth Management, are now looking for an experienced and motivated Senior Financial Services Administrator. This is an excellent opportunity for a professional with a background in financial planning or wealth management to support a client-focused practice offering flexibility, autonomy, and the potential to progress towards a paraplanning role.
About the Practice
Our client is based in York and provides bespoke financial planning and wealth management services to private clients, families, and business owners. As a Partner Practice of St. James’s Place, the firm benefits from the backing, infrastructure, and technical expertise of a FTSE 100 company, while maintaining the personalised service and close client relationships of a boutique advisory business.
Role Overview
As Senior Administrator, you will play a key role in the day-to-day operations of the practice. Working closely with our client, you will be responsible for managing administrative processes, liaising with clients and providers, and ensuring that all documentation and communications are handled efficiently and accurately.
Key responsibilities include but are not limited to:
- Preparing and issuing client documentation ahead of meetings, including fact finds, valuations, and meeting packs
- Submitting and tracking new business applications across pensions, investments, and protection products
- Processing fund switches, withdrawals, and policy servicing requests
- Maintaining and updating client records and CRM systems to ensure accuracy and compliance
- Acting as a key point of contact for client queries and follow-ups, maintaining a professional and courteous approach at all times
- Liaising with St. James’s Place head office and product providers to progress applications and resolve queries
- Supporting with research, illustrations, and the preparation of suitability reports (with the option to progress into paraplanning over time)
Candidate Profile
The successful candidate will be an experienced financial services administrator who is organised, proactive, and confident in managing a varied workload. You will have a keen interest in financial planning and a desire to grow your skills and knowledge.
Essential qualities and experience:
- Previous experience in an administrative role within a financial planning or wealth management setting
- Solid understanding of financial products, including pensions, investments, and protection
- High level of accuracy and attention to detail
- Strong organisational and time management skills, with the ability to prioritise tasks independently
- Professional and discreet manner, with excellent written and verbal communication
- Comfortable working remotely, with occasional in-person meetings in the York area
- IT-literate, with experience using back-office systems or CRM software
Desirable:
- Knowledge of St. James’s Place systems and procedures (beneficial, but not essential)
- Progress towards or interest in obtaining relevant qualifications (e.g. CII Level 4 Diploma)
- Previous experience supporting a financial adviser in a small or boutique practice
Benefits: Career development opportunities, flexible working, and study support available for the right candidate.
To apply, please submit your CV and a covering letter outlining your suitability for the role.
Contact Detail:
Anonymous Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as pensions and investments. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work with St. James’s Place or similar firms. Engaging with them can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss your organisational and time management skills in detail. Think of specific examples from your past experience where you successfully managed a varied workload, as this is crucial for the Senior Financial Services Administrator role.
✨Tip Number 4
If you have any experience with CRM systems or back-office software, be ready to talk about it. Highlighting your IT literacy will show that you can hit the ground running in this hybrid role.
We think you need these skills to ace Senior Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise your understanding of financial products and any previous roles that align with the responsibilities outlined in the job description.
Craft a Compelling Cover Letter: In your cover letter, clearly articulate why you are a great fit for the Senior Financial Services Administrator role. Mention specific skills such as your organisational abilities and attention to detail, and relate them to the key responsibilities of the position.
Showcase Relevant Experience: When detailing your work history, focus on experiences that demonstrate your ability to manage administrative processes and liaise with clients. Use examples that reflect your proactive approach and ability to handle a varied workload.
Proofread Your Application: Before submitting your application, carefully proofread both your CV and cover letter. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in this role.
How to prepare for a job interview at Anonymous
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial products, especially pensions, investments, and protection. Be prepared to discuss how your previous experience aligns with the responsibilities of the role.
✨Demonstrate Organisational Skills
Since the role requires managing a varied workload, be ready to share examples of how you've successfully prioritised tasks in past positions. Highlight any tools or methods you use to stay organised.
✨Prepare for Client Interaction Scenarios
As a key point of contact for clients, it's important to convey professionalism and courtesy. Think of scenarios where you've handled client queries effectively and be ready to discuss them.
✨Express Your Interest in Growth
The role offers potential progression towards paraplanning. Make sure to express your desire to grow your skills and knowledge in financial planning, and mention any relevant qualifications you're pursuing.
