At a Glance
- Tasks: Deliver exceptional client services and support Financial Advisers in a dynamic environment.
- Company: Join a respected St. James’s Place Wealth Management practice in London.
- Benefits: Competitive salary, hybrid work, bonus, and 25 days annual leave.
- Other info: Supportive team culture with full study support for RO qualifications.
- Why this job: Gain professional qualifications and enjoy clear career progression opportunities.
- Qualifications: Experience in financial services administration and excellent communication skills.
The predicted salary is between 38250 - 46750 £ per year.
Are you an experienced St.
James’s Place Client Services Administrator looking for a role where you can develop your career, gain professional qualifications, and progress within a growing wealth management practice?
A highly respected St.
James’s Place Wealth Management practice in London is expanding and is looking to appoint an experienced Client Services Administrator to join its supportive and collaborative team.
This newly created role offers genuine long-term career opportunities, with clear progression into Paraplanning, Practice Management, or Financial Advice.
The Role
Working closely with Financial Advisers and the wider administration team, you’ll play a key role in delivering an exceptional client experience while ensuring the smooth day-to-day running of the practice.
- Providing high-quality client services and administrative support to Financial Advisers.
- Preparing suitability letters and supporting client recommendations.
- Coordinating client review meetings from preparation through to completion.
- Processing new business applications and ongoing servicing requests. Maintaining accurate client records
- Liaising with clients, providers and advisers to ensure efficient case progression.
- Supporting and sharing knowledge with less experienced members of the team.
- Helping to maintain efficient internal processes and service standards.
About You
- Previous experience working within a St. James’s Place practice (essential).
- A minimum of 12-18 months’ experience in a financial services administration role.
- Experience using Salesforce and/or i Business.
- Excellent organisational skills and strong attention to detail.
- The ability to prioritise a varied workload in a busy environment.
- Excellent communication and client service skills.
- RO qualifications are not essential, as full study support will be provided.
What’s on Offer?
- Hybrid working pattern
- Discretionary annual bonus.
- 25 days’ annual leave plus bank holidays.
- Additional time off over the Christmas period.
- Full study support towards Level 4 Diploma (RO qualifications).
- Clear, structured career progression.
- A supportive, friendly and growing practice with excellent long-term opportunities.
- #J-18808-Ljbffr
SJP Client Services Administrator (Hybrid) employer: Anthony Alexandra
Join a well-established and growing financial services firm that prides itself on its supportive work culture and commitment to employee development. With over 50 years of industry expertise, this independent advisory offers excellent career progression opportunities and the chance to work with a diverse range of clients, ensuring you can make a meaningful impact in the property finance sector. Enjoy a collaborative environment where your contributions are valued, and you can thrive alongside a dedicated team of professionals.
StudySmarter Expert Advice🤫
We think this is how you could land SJP Client Services Administrator (Hybrid)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Anthony Alexandra. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace SJP Client Services Administrator (Hybrid)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Anthony Alexandra.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Anthony Alexandra's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Anthony Alexandra
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Anthony Alexandra.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Anthony Alexandra will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Anthony Alexandra employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
