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For Companies At a Glance
- Tasks: Join a fast-paced team as a Senior Administrator, providing top-notch support and managing client inquiries.
- Company: Be part of St. James’s Place Plc, a leading FTSE 100 Wealth Management company with a stellar reputation.
- Benefits: Enjoy a highly competitive salary, full-time hours, and hybrid working options for better work-life balance.
- Why this job: This role offers growth opportunities within a supportive environment and the chance to enhance your financial services knowledge.
- Qualifications: Experience in Financial Services is key; strong IT skills and a proactive attitude will set you apart.
- Other info: Candidates will undergo standard Financial and Identity checks upon job offer.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Senior Administrator
Location: London / Hybrid
Salary: Up to £38,000 (DoE)
An excellent opportunity has arisen for a professional Senior Administrator to work in London based Partner Practice of St. James's Place plc.
You will be part of a fast-paced team managing the work generated by the Partner and Advisors and offering support as required. This business is well established and highly successful with a diverse Client base, including professional families, business owners, and private clients.
The Role: Senior Administrator
The key responsibilities of this role include: –
- Support the day-to-day business operations within the Practice
- Issue Letters of Authority and follow up with third-party providers
- Submit various request such as fund switches, withdrawals, changes to contributions and track progress
- Undertake a wide variety of administrative tasks supporting your colleagues and clients of the Practice
- Manage and collate key data for reports and portfolio reviews
- Deal with enquiries and correspondence from clients and providers
- Manage the database of clients and diary management for the Partner and Advisors
- You will be processing new and replacement business and liaising with SJP admin teams
- There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment
The Person: Senior Administrator
To be considered for this role you will need:
- Proven work experience as an Administrator within Wealth Management, preferably St. James's Place
- Excellent customer service 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.
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 £190.2bn. 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
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator
✨Tip Number 1
Familiarize yourself with the financial services industry, especially the specific products and services offered by St. James’s Place. Understanding their offerings will help you engage more effectively during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Highlight your experience with CRM systems, particularly Salesforce, as this is a key requirement for the role. If you have used similar software, be prepared to discuss how those experiences can translate to using Salesforce effectively.
✨Tip Number 3
Showcase your organizational skills and ability to work independently. Prepare examples from your previous roles where you successfully managed multiple tasks or projects without supervision, as this aligns with the self-starter quality they are looking for.
✨Tip Number 4
Be ready to discuss your approach to customer service and how you handle client inquiries. Providing specific examples of how you've maintained high levels of service in past positions will demonstrate your fit for the role.
We think you need these skills to ace Senior Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Senior Administrator position. Highlight key responsibilities and required skills, and think about how your experience aligns with these.
Tailor Your CV: Customize your CV to emphasize your relevant experience in Financial Services, particularly any roles that involved technical and administrative support. Mention specific software you have used, like Salesforce, to demonstrate your familiarity.
Craft a Strong Cover Letter: Write a cover letter that showcases your confidence, initiative, and ability to work independently. Use examples from your past experiences to illustrate how you meet the qualifications outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Senior Administrator role.
How to prepare for a job interview at Burgh Recruitment
✨Showcase Your Financial Services Experience
Make sure to highlight your years of experience in Financial Services during the interview. Discuss specific roles and responsibilities that demonstrate your knowledge and how it aligns with the requirements of the Senior Administrator position.
✨Demonstrate Your Technical Skills
Be prepared to discuss your proficiency with IT tools, especially CRM systems like Salesforce. If you have experience with bespoke software, share examples of how you've used it to improve efficiency or customer service.
✨Emphasize Your Customer Service Skills
Since this role involves a high level of client interaction, be ready to provide examples of how you've delivered excellent customer service in previous positions. Highlight your ability to handle inquiries and resolve issues effectively.
✨Prepare for Scenario-Based Questions
Expect questions that assess your decision-making and organizational skills. Prepare scenarios where you had to work independently, manage multiple tasks, or deal with third parties while maintaining discretion.
