At a Glance
- Tasks: Provide essential admin support in a dynamic financial services environment.
- Company: Join a respected FTSE 100 Wealth Management company with a collaborative culture.
- Benefits: Competitive salary up to £40,000 and opportunities for professional growth.
- Other info: Exciting opportunity for career development in a well-established firm.
- Why this job: Make a real impact by supporting clients and advisers in a fast-paced role.
- Qualifications: Strong communication skills and a proactive approach are essential.
The predicted salary is between 27800 - 27800 £ per year.
Are you an enthusiastic Practice Administrator who could fulfil a vital support function within a busy SJP Partner Practice? The successful candidate will be responsible for providing administrative support as part of the team at a highly respected Appointed Representative of St. James's Place Plc.
This is a varied, fast-paced and rewarding role requiring great attention to detail, excellent communication skills, and the ability to manage multiple priorities while maintaining exceptional client service standards. You will work closely with advisers, paraplanners, and administrators to ensure the smooth delivery of all business processes and client servicing requirements.
The ideal candidate will be confident, numerate and professional who enjoys using their initiative and has a can-do working style.
Main Duties & Responsibilities:- Effective management of incoming communication, including post, emails, answering calls and handling queries professionally.
- Overseeing client servicing and ongoing advice processes ensuring clients are reviewed on schedule and that their advice and servicing needs are met across the year.
- Managing the Advisors' diaries and booking in client meetings and reviews.
- Maintaining records of meetings and CRM to ensure compliance.
- Assisting the paraplanning team as required.
- Gathering and collating information on behalf of clients, paraplanners and Advisors.
- Providing high-level service to clients; responding to their queries and needs in a timely, professional manner and providing support with any ad hoc issues that arise.
- Exceptional interpersonal and communication skills, including the ability to ensure effective communication with a wide range of contacts and to deliver the highest level of client service.
- Excellent team working skills with the ability to work collaboratively and co-operatively with colleagues.
- Ability to work under pressure, to tight deadlines and a flexible, pro-active approach to work including the ability to prioritise and re-prioritise to achieve successful outcomes.
- Ability to apply processes rigorously and meticulously to promote effective and efficient working.
- Assertive and confident manner, particularly on the telephone.
- Excellent numeracy and literacy skills.
- Excellent IT skills including working knowledge of Microsoft Office Word, Excel and Outlook.
- Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times.
- Previous work experience in Administration or Financial Services.
- Experience of using Salesforce CRM.
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.
Practice Administrator in Guildford employer: Burgh Recruitment
At St. James's Place, we pride ourselves on being an exceptional employer, offering a dynamic work environment in Guildford that fosters collaboration and professional growth. Our Practice Administrators play a crucial role in delivering outstanding client service within a supportive team, benefiting from competitive salaries, comprehensive training, and opportunities for career advancement in the thriving wealth management sector. Join us to be part of a respected firm where your contributions are valued and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Practice Administrator in Guildford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Burgh Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Practice Administrator in Guildford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Burgh Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Burgh Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Burgh Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Burgh Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Burgh Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Burgh Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
