Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage business functions and client interactions in a dynamic financial services environment.
- Company: Join St. James's Place, a top FTSE 100 Wealth Management firm with £188.6bn in funds.
- Benefits: Enjoy a competitive salary, hybrid working options, and opportunities for professional growth.
- Why this job: Be part of a successful team, enhance your skills, and make a real impact in wealth management.
- Qualifications: Experience in financial services, strong communication skills, and proficiency in Salesforce required.
- Other info: Standard financial and identity checks will be conducted for successful candidates.
The predicted salary is between 36000 - 54000 £ per year.
Location: London / Hybrid
Salary: circa £45,000 (DoE)
Working as part of the team at an Appointed Representative of St. James's Place Plc. An outstanding new opportunity has arisen for a Practice Manager within a highly successful SJP Partner Practice.
The Role:
- Reporting to the Senior Partner, you will oversee all business functions including advisory, business development, paraplanning and administration, ensuring they are aligned to Practice objectives.
- You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office.
- You will oversee the end-to-end business process, ensuring this is managed and tracked efficiently in line with Practice and regulatory standards.
- You will be coordinating with the paraplanners and administrative staff, assigning tasks to ensure all cases are actioned within specific timeframes.
- You will coordinate communication with clients and third-party providers and deliver regular updates to the Partner.
- You will also be responsible for diary management and client liaison for the Partner.
The Person:
- Providing outstanding client service will be of utmost importance to you and you will ensure the seamless process from initial enquiry to completion of the advice process is delivered at all times.
- You may be an SJP experienced Senior Administrator looking for the opportunity to develop your experience in wealth management, or a Practice Manager ready for a new challenge.
- You will have experience of working within an SJP Practice.
- You will have an understanding of Investments, Pensions, and other financial planning products.
- You enjoy working as part of a team, with a 'hands on' approach to ensure the business always runs smoothly and efficiently.
- You will have a good understanding of how you can add value to this business and have experience of managing and developing others.
- You will be fully conversant with Salesforce.
- You will be a confident professional with excellent communication skills and the ability to motivate others. You have common sense, influencing skills and enjoy problem solving.
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 £188.6bn. 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 - Financial Services in City of London employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator - Financial Services in City of London
✨Tip Number 1
Familiarise yourself with St. James's Place and their financial products. Understanding their offerings, especially in investments and pensions, will help you speak confidently about how you can contribute to the team.
✨Tip Number 2
Highlight your experience with Salesforce during any discussions or interviews. Since this role requires proficiency in Salesforce, showcasing your skills and any relevant achievements can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your approach to client service and team management. This role emphasises outstanding client service and the ability to motivate others, so be ready to share specific examples of how you've excelled in these areas.
✨Tip Number 4
Network with current or former employees of SJP or similar practices. Gaining insights from their experiences can provide you with valuable information that may help you tailor your approach and demonstrate your understanding of the company culture.
We think you need these skills to ace Senior Administrator - Financial Services in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles that involved client management, administration, or working within an SJP Practice. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that clearly outlines your motivation for applying to this role. Emphasise your understanding of the financial services sector and how your background aligns with the responsibilities of the Senior Administrator position.
Highlight Relevant Skills: In your application, focus on key skills mentioned in the job description, such as communication, problem-solving, and team collaboration. Provide concrete examples of how you've successfully used these skills in previous roles.
Follow Application Instructions: When applying, ensure you follow the specific instructions provided, including ticking the Privacy Policy box and clicking the correct application button. Double-check that all required documents are uploaded before submission.
How to prepare for a job interview at Burgh Recruitment Limited
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Senior Administrator in Financial Services. Familiarise yourself with the key functions such as client liaison, diary management, and overseeing business processes to demonstrate your readiness for the role.
✨Showcase Your Experience
Be prepared to discuss your previous experience within an SJP Practice or similar environments. Highlight specific examples where you've successfully managed tasks, coordinated teams, or improved processes, as this will show your capability to add value to the practice.
✨Demonstrate Client Service Skills
Since providing outstanding client service is crucial, think of examples that showcase your ability to handle client enquiries and maintain strong relationships. This could include how you resolved issues or ensured a seamless process for clients.
✨Familiarity with Tools
As the role requires proficiency in Salesforce, be ready to discuss your experience with this tool. If you have used it in previous roles, mention specific functionalities you are comfortable with and how they helped you manage tasks effectively.
