At a Glance
- Tasks: Provide top-notch admin support and enhance client relationships in a dynamic financial environment.
- Company: Join a leading FTSE 100 Wealth Management company with a supportive culture.
- Benefits: Competitive salary, excellent benefits, mentorship, and opportunities for professional growth.
- Other info: Opportunity to progress within the SJP Accreditation framework.
- Why this job: Make a real impact while developing your skills in a thriving financial practice.
- Qualifications: Experience in Financial Services, strong IT skills, and a proactive attitude.
The predicted salary is between 33650 - 41128 £ per year.
Location: Alderley Edge, Cheshire (SK9)
Salary: £35,000 with excellent benefits and bonus
We are an SJP Senior Partner Practice in Alderley Edge looking to appoint an experienced Senior Administrator to join our business. An excellent opportunity has arisen for a professional Senior Administrator to work in a St. James's Place Senior Partner Practice.
The role of the Senior Administrator is to provide support to the Practice in the delivery of all aspects of the client relationship and administration. As a key member of the team, you'll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment. Mentorship will be provided to help you achieve your professional goals.
The Role:
- You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice.
- You will be a point of contact for clients and third parties dealing with general enquiries.
- You will be responsible for business submission using bespoke software.
- You will need to ensure that business is processed accurately and within agreed timescales.
- Training in some of these areas can be provided if you are looking to develop new skills or further your existing skills, and you will have the opportunity to progress within the SJP Accreditation framework.
The Person:
- This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a ‘can do' working style.
- You will have been working in Financial Services for several years and have good all-round knowledge which you are looking to expand and develop.
- You have excellent IT and communication skills, are highly organised and can make decisions.
- Ideally, you have used the CRM Salesforce.
- You are a self-starter and able to work with little or no supervision.
- It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.
- A relevant qualification or progress towards the Level 4 Diploma would be an advantage but is not essential.
St. James's Place plc (SJP) is a leading, 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 £240.8bn. 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.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Senior Administrator employer: Burgh Recruitment Limited
Join a family-run practice in Wimborne Minster, where we prioritise a supportive work culture and employee development. With flexible working hours and a commitment to work-life balance, we offer a rewarding environment for our Senior Financial Planning Administrators to thrive and grow their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Administrator
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Burgh Recruitment Limited. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Burgh Recruitment Limited.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Burgh Recruitment Limited. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior Administrator
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Burgh Recruitment Limited and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Burgh Recruitment Limited how you can be a team player!
How to prepare for a job interview at Burgh Recruitment Limited
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Burgh Recruitment Limited.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Burgh Recruitment Limited's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
