Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support client relationships and manage documentation in a dynamic financial services team.
- Company: Join a leading FTSE 100 Wealth Management company with a supportive culture.
- Benefits: Training, development opportunities, and a collaborative team environment.
- Why this job: Make a real impact by helping clients and advisers in a rewarding role.
- Qualifications: Experience in Financial Services and strong customer service skills required.
- Other info: Enthusiasm is key; we review every application personally!
The predicted salary is between 28800 - 48000 £ per year.
We are looking for a friendly, organised Financial Services Administrator to provide support in the delivery of all aspects of client relationship and administration within a highly successful SJP Partner Practice. This is a varied role where you will be joining a team that manage a varied caseload, prepare accurate and compliant documentation, and help keep everything running smoothly behind the scenes.
If you enjoy detail, organisation, and working as part of a supportive team in Financial Services, this could be a great fit.
The Role:
- Preparing meeting notes, Ongoing Advice letters, and client documentation
- Supporting advisers with projections, calculations, and general admin
- Processing new business and replacement or transfer cases within pensions and investments
- Liaising with clients by phone and email, keeping records up to date
- Tracking pipeline activity and helping the team meet service levels
- Checking the progress of advice cases such as fund switches, drawdown and decumulation reviews with the relevant departments
To be suitable for this role you will need:
- A positive and professional attitude
- Experience of working in Financial Services, ideally with a St. James's Place Practice or an IFA for several years and have good all-round knowledge which you are looking to expand and develop
- Excellent customer service skills 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
- 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.
What you will get:
- A supportive and collaborative team environment
- Training, development, and opportunities to progress
- A role where your work genuinely supports clients and advisers
If this role sounds like a good fit for you, we would 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 as they come in.
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 £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.
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.
Financial Services Administrator in Newton-le-Willows employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Newton-le-Willows
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience with SJP or similar practices. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and client management. We recommend practising common interview questions and scenarios related to the role of a Financial Services Administrator.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects simultaneously. This will highlight your ability to keep everything running smoothly, just like the role requires.
✨Tip Number 4
Don’t forget to apply through our website! It’s super straightforward, and we personally review every application. Your enthusiasm and willingness to learn are what we’re really looking for!
We think you need these skills to ace Financial Services Administrator in Newton-le-Willows
Some tips for your application 🫡
Show Your Enthusiasm: When you're writing your application, let your passion for the role shine through! We love seeing candidates who are genuinely excited about joining our team and contributing to the success of our clients.
Tailor Your Application: Make sure to customise your application to highlight your relevant experience in Financial Services. Mention any specific skills or knowledge that align with what we’re looking for, like your familiarity with client documentation or Excel.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure your points are easy to read and understand. This will help us see how well you can communicate, which is key in this role!
Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to receive your application, and we personally review every submission. Plus, you’ll get a confirmation email once you’ve applied, so you know we’ve got it!
How to prepare for a job interview at Burgh Recruitment
✨Know Your Financial Services Stuff
Brush up on your knowledge of financial services, especially if you have experience with St. James's Place or IFAs. Be ready to discuss specific products and services, as well as any recent changes in the industry that could impact client relationships.
✨Show Off Your Organisational Skills
Since this role requires strong attention to detail and organisation, prepare examples from your past work where you successfully managed multiple tasks or projects. Highlight how you kept everything running smoothly and met deadlines.
✨Practice Your Customer Service Approach
Think about how you build rapport with clients and handle difficult situations. Prepare a couple of scenarios where you provided excellent customer service, focusing on your communication skills and ability to manage relationships effectively.
✨Get Comfortable with Tech
Make sure you're familiar with Excel, Word, and other Microsoft Office programs. You might be asked to demonstrate your skills, so consider practicing common tasks or creating sample documents to showcase your proficiency.
