At a Glance
- Tasks: Support clients and colleagues with administrative tasks in a dynamic financial services environment.
- Company: Join a top-tier wealth management firm with a strong reputation.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Enthusiastic team culture with a focus on learning and career progression.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial services administration and excellent customer service skills.
The predicted salary is between 32000 - 32000 £ per year.
- Private Client Support Administrator - Financial Services
- Working style – In Office
Are you an enthusiastic experienced Client Support Administrator eager for your next role? Could you fulfil a vital support function within a busy office?
You will be working as part of the team at a highly respected Principal Partner and Appointed Representative of St.
James’s Place Plc.
The practice works with individuals, families, corporates, and business owners to provide high-quality financial planning and wealth management advice.
As a Client Support Administrator, you will have knowledge and skills across all disciplines that fall within the scope of the client support team.
The Role: Client Support - Financial Services
- You will be dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice.
You will following the whole client journey from creating meeting packs for annual reviews to submitting business.
- Managing and collating key data for reports and portfolio reviews.
- Dealing with enquiries and correspondence from clients and providers.
- Managing the database of clients using the CRM system and diary management for the Partner and Advisors.
- Knowledge of office administration procedures for all core products – Pension, Investments and Protection.
- Ability to complete a standard Carry Forward Calculation.
- Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.
- The Person: Client Support - Financial Services
To be considered for this role you will need
- Proven work experience as an administrator within a Financial Services, IFA, or Wealth Management environment.
- Experience with SJP systems (Salesforce, ibusiness etc) would be beneficial.
- Excellent customer service and the ability to build rapport and manage client relationships.
- Strong attention to detail and be able to problem solve and think on your feet.
- Good time management and planning skills with the ability to plan your work.
- You must have a passion for learning and bring a positive energy to the office.
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs.
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.
If this role sounds like a good fit for you, we'd love to hear from you.
You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career.
The application process is straightforward, and we personally review every application received.
St.
James’s Place plc (SJP) is a leading, a 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 £242.44bn.
This business is well established and highly successful.
This business sits within the top 3% of Practices within SJP with over £500m FUM and 1,200 client households.
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.
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Private Client Support Administrator - Financial Services employer: Burgh Recruitment Ltd (Financial Services)
St. James’s Place plc is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Chorley, Lancashire. With competitive salaries, comprehensive benefits, and ample opportunities for professional growth, employees are empowered to excel in their roles while contributing to meaningful financial planning solutions. Join a team that values expertise and supports your career development in a thriving hybrid work environment.
Contact Details:
Burgh Recruitment Ltd (Financial Services) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Support Administrator - Financial Services
✨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 Ltd (Financial Services). 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 Ltd (Financial Services).
✨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 Ltd (Financial Services). 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 Private Client Support Administrator - Financial Services
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 Ltd (Financial Services) 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 Ltd (Financial Services) how you can be a team player!
How to prepare for a job interview at Burgh Recruitment Ltd (Financial Services)
✨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 Ltd (Financial Services).
✨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 Ltd (Financial Services)'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!
