Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage daily operations, client meetings, and provide top-level administrative support.
- Company: Join Burgh Recruitment Ltd, a respected partner of St. James’s Place Plc in London.
- Benefits: Enjoy a competitive salary, bonuses, hybrid work options, and flexible hours.
- Why this job: Be part of a dynamic team, enhance your skills, and make a real impact in financial services.
- Qualifications: Experience in senior administration, knowledge of financial products, and proficiency in Salesforce required.
- Other info: This role offers both full-time and part-time opportunities with a focus on professional growth.
The predicted salary is between 36000 - 54000 £ per year.
Senior Administrator
Location: London / Hybrid
Salary: Up to £42,000 (DoE) + excellent benefits and bonus
Working as part of the team at an Appointed Representative of St. James’s Place Plc.
An excellent opportunity has arisen for a professional Senior Administrator.
You will be part of a fast-paced team managing the work generated by the Partner and offering support as required. This business is well established and highly successful. You will be employed by the Practice.
The Role: Senior Administrator
- 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 obtained is being processed in a timely way
- Due to the nature of the business, tasks must be completed within a timely manner.
You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework
The Person: Senior Administrator
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, ideally for a SJP Partner Practice 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 such as the FPC or progress towards the Level 4 Diploma would be an advantage but is not essential.
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 £198.5bn. 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 Ltd (Financial Services)
Contact Detail:
Burgh Recruitment Ltd (Financial Services) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator
✨Tip Number 1
Familiarise yourself with the St. James’s Place brand and their financial products. Understanding their offerings will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of St. James’s Place or similar financial services firms. They can provide valuable insights into the company culture and expectations, which can be beneficial during your application process.
✨Tip Number 3
Brush up on your Salesforce skills, as this is a key requirement for the role. Consider taking an online course or tutorial to ensure you're comfortable with the platform before your interview.
✨Tip Number 4
Prepare specific examples from your past experience that showcase your ability to manage workflows and client relationships effectively. Being able to articulate these experiences will set you apart from other candidates.
We think you need these skills to ace Senior Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration, particularly within financial services. Emphasise your familiarity with St. James’s Place practices and any specific skills related to managing client accounts and Salesforce.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and how your background aligns with the responsibilities outlined in the job description. Mention your experience with client correspondence and your ability to manage workflows effectively.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Office and any experience you have with financial planning products. This will demonstrate your capability to handle the technical aspects of the role.
Follow Application Instructions: When applying through the Burgh Recruitment site, ensure you complete all required fields and submit your application correctly. Don’t forget to press 'Submit' at the bottom of the application form to confirm your submission.
How to prepare for a job interview at Burgh Recruitment Ltd (Financial Services)
✨Know Your Financial Products
Make sure you have a solid understanding of investments, pensions, and other financial planning products. This knowledge will not only help you answer technical questions but also demonstrate your commitment to the role.
✨Showcase Your Administration Skills
Be prepared to discuss your previous experience in senior administration roles, particularly within a St. James’s Place Partner Practice. Highlight specific examples of how you've managed workflows and systems effectively.
✨Demonstrate Client Relationship Management
Since you'll be the first point of contact for clients, it's crucial to showcase your ability to build rapport and maintain effective working relationships. Share examples of how you've successfully handled client enquiries and provided excellent customer service.
✨Familiarise Yourself with Salesforce
As managing Salesforce is part of the role, ensure you are familiar with its functionalities. Be ready to discuss how you've used it in past roles to manage client details and track business pipelines.
