Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.
Practice Administrator
Location: West Bergholt, Colchester (CO6)
Salary: Highly Competitive
Full-time: Hybrid working - 3 days in office / 2 days from home
Working as part of the team at a Partner Practice of St. Jamess Place Wealth Management Plc.
Are you an organised, proactive and confident Administrator with experience in providing high-quality support in a busy professional environment?
This is an opportunity to join an established St. Jamess Place (SJP) Partner Practice that provides financial advice and services to a broad range of clients.
Youll become an important part of a friendly, collaborative team where everyone works together to deliver an exceptional level of service. This is a varied role in a fast-paced environment, with genuine opportunities to develop your skills and build your career within the financial services sector.
The Role: Practice Administrator
As Practice Administrator, you will provide essential administrative support to the Partner, colleagues, and clients. Your responsibilities will include:
- Managing a varied range of administrative tasks to support the Practice and its clients
- Collating and maintaining key information for record-keeping, reporting, and client reviews
- Handling client and provider enquiries and correspondence
- Liaising with St. Jamess Place and external provider administration teams
- Contacting clients to obtain information and supporting documentation
- Assisting our in-house paraplanner with new business submissions
- Providing proactive support to colleagues and helping ensure client requirements are dealt with efficiently and accurately.
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. xgikmsk
About You: Practice Administrator
Were looking for an enthusiastic and capable Practice Administrator who takes pride in providing excellent support and going the extra mile for colleagues and clients. You will have:
- Previous experience in an administrative or office-support role within Financial Services, ideally within an SJP or IFA Pra Please click on the apply button to read the full job description
Practice Administrator employer: Burgh Recruitment
St. James’s Place plc is an exceptional employer, offering a dynamic work environment where high-quality financial planning meets outstanding client service. With a strong focus on employee development and a culture that values collaboration and innovation, you will have ample opportunities for professional growth while contributing to a meaningful client journey in the heart of the financial sector.
