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- Tasks: Provide top-notch admin support and enhance client relationships in a dynamic office.
- Company: Join a leading FTSE 100 Wealth Management company with a focus on growth.
- Benefits: Competitive salary, hybrid working, and opportunities for personal development.
- Why this job: Be part of a growing business and make a real impact in client services.
- Qualifications: Experience in administration, excellent IT skills, and a proactive attitude.
- Other info: Exciting career progression in a supportive and collaborative environment.
The predicted salary is between 32000 - 40000 £ per year.
Location - Wallington (SM6)
Hours - Full-time / Hybrid working
Salary - Up to £40k (DoE)
Are you an enthusiastic Senior Administrator eager for your next role with a vision to meaningfully contribute to a growing business? Could you fulfil a vital support function within this busy office?
This role represents an exciting opportunity for the right person to become part of the upward trajectory of the business.
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. You will work closely with our Financial Adviser to deliver high-quality, compliant advice and support.
Key Tasks and Responsibilities:- Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice.
- You will be the Go To person for clients and third parties dealing with general enquiries, and chasing providers for funds and information.
- Setting up the clients' annual reviews and producing review letters as well as using AI based software to improve the process.
- Submitting new business and fund transfers using bespoke software.
- Sending out correspondence and requesting detailed information for Pension Transfer cases.
- Carrying out fund switches and financial calculations for clients using specific systems and processes.
- You will need to ensure that business obtained is being processed in a timely way.
- You will be responsible for managing Salesforce and keeping all client details up to date.
- Ensuring smooth and organised workflows in the office.
This is an interesting and challenging role that would suit a positive and professional self-starter who enjoys using their initiative, is collaborative and has a can-do working style.
You have experience in working at a St. James's Place Partner Practice 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 will have used the Salesforce CRM system, and have experience of other administrative support systems.
Most importantly, you are confident in dealing with clients and third parties with total discretion.
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 £220.0bn. 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.
Senior Administrator in Wallington employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator in Wallington
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who might know someone at St. James's Place. A friendly chat can sometimes lead to opportunities that aren't even advertised.
✨Tip Number 2
Prepare for the interview by researching the company and its values. Show us that you understand what makes St. James's Place tick and how you can contribute to their growth. Tailor your answers to reflect their mission!
✨Tip Number 3
Practice your communication skills! As a Senior Administrator, you'll be the Go To person for clients. Role-play common scenarios with a friend to boost your confidence and ensure you're ready to impress during the interview.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us that you're genuinely interested in being part of our team at St. James's Place.
We think you need these skills to ace Senior Administrator in Wallington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Senior Administrator role. Highlight your administrative support experience and any relevant knowledge of Salesforce or similar systems.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and how you can contribute to our growing business. Be sure to mention specific examples from your past that demonstrate your skills.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your application showcases your excellent communication skills. Whether it's through your writing style or examples of past client interactions, let us see your ability to connect with others.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of the company and the role. Understand what a Senior Administrator does, especially in the context of a St. James's Place Partner Practice. Familiarise yourself with their services and how they support clients, as this will show your enthusiasm and readiness to contribute.
✨Showcase Your Skills
Prepare to discuss your experience with administrative support systems, particularly Salesforce. Be ready to provide examples of how you've used these tools to improve workflows or enhance client relationships. This will demonstrate your capability and how you can add value to their team.
✨Client Interaction is Key
Since you'll be the 'Go To' person for clients, think of scenarios where you've successfully managed client relationships. Share specific examples that highlight your communication skills and discretion, as these are crucial for the role.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company's future plans and how the Senior Administrator role fits into that vision. This shows you're not just interested in the job, but also in the growth of the business and your potential contribution to it.