At a Glance
- Tasks: Provide essential admin support in a dynamic Financial Services office.
- Company: Award-winning Partner Practice of St. James’s Place Plc.
- Benefits: Up to £28,000 salary, bonuses, private medical insurance, and career development.
- Other info: Join a collaborative team and make a real impact in client relationships.
- Why this job: Kickstart your career in finance with training and progression opportunities.
- Qualifications: Strong attention to detail, customer service skills, and Microsoft Office knowledge.
The predicted salary is between 28000 - 28000 £ per year.
Salary: Up to £28,000 (DoE) + Bonus + Benefits + Excellent career development opportunities.
Are you an enthusiastic administrator who could offer core support within a busy Financial Services and Wealth Management office? Are you keen to develop your skills and knowledge, and progress professional qualifications towards a career in Paraplanning or Financial Planning?
You will be working as part of the team at a highly respected Partner Practice of St. James’s Place Plc. The company won a Small Business of the Year award in 2022 and provides bespoke financial advice and services to a broad range of clients, individuals, high net worth individuals, families and businesses.
The Role:
You will be part of the practice support team of 5, providing a high level of administrative support while maintaining an excellent level of communication with the team around you. Focusing on liaising with and greeting clients for their appointments, with providers & third parties to gather information, and supporting 4 advisors in preparations and evidencing of meetings. Using a range of systems and AI tools to deliver work for advisors and clients efficiently. Full training is available, and opportunity to progress to technical administration, paraplanning and beyond.
The Person:
To be considered you will need:
- Strong attention to detail and be able to problem solve and think on your feet
- Excellent customer service and the ability to build rapport and manage client relationships
- Good time management and planning skills
- 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
- Preference for candidates with 1+ years experience in a customer facing role within a Financial Services environment, or a relevant qualification from higher education
Rewards:
The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients. They are committed to providing a robust career development pathway with training and study support. Benefits include Private Medical Insurance, Group Death in Service, Company Pension, a generous bonus scheme and a real chance to progress your career.
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.
Business Administrator employer: Burgh Recruitment
Join a highly respected Partner Practice of St. James’s Place Plc, where you will thrive in a professional and innovative environment that values collaboration and knowledge sharing. With excellent career development opportunities, including training and study support towards paraplanning or financial planning, you will enjoy a generous benefits package, including Private Medical Insurance and a bonus scheme, all while contributing to bespoke financial services for a diverse clientele.
StudySmarter Expert Advice🤫
We think this is how you could land Business Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at St. James’s Place or similar firms. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for your interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your communication skills! As a Business Administrator, you'll need to build rapport with clients and colleagues. Role-play common interview questions with a friend to boost your confidence and polish your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Business Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Business Administrator role. Highlight your relevant experience in customer service and any skills that match the job description, like attention to detail and time management.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Mention how your background aligns with the responsibilities of supporting advisors and liaising with clients.
Showcase Your Skills:Don’t forget to showcase your proficiency in Microsoft Office programs, especially Excel and Word. If you have experience with AI tools or other systems, mention that too—it shows you're tech-savvy and ready to adapt!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Burgh Recruitment
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial services and wealth management. Brush up on key terms and concepts that are relevant to the role of a Business Administrator. This will not only show your enthusiasm but also help you engage in meaningful conversations during the interview.
✨Showcase Your Skills
Prepare specific examples that highlight your attention to detail, problem-solving abilities, and customer service experience. Think of situations where you successfully managed client relationships or solved a tricky issue. This will demonstrate your capability to thrive in a busy environment.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on common questions related to administrative roles and financial services. Practising your responses will help you feel more confident and articulate during the actual interview.
✨Ask Smart Questions
At the end of the interview, be ready to ask insightful questions about the company culture, training opportunities, and career progression. This shows that you're genuinely interested in the role and eager to grow within the organisation.
