Senior Administrator

Senior Administrator

Salary – Up to £45,000 (depending on experience) + Bonus and Benefits

Locations – Hybrid / 3 days per week in Knightsbridge

Full or Part time considered

Working as part of the team at an Appointed Representative of St. James’s Place Plc.

An excellent opportunity has arisen for a professional and adaptable Senior Administrator to join a St. James’s Place Partner Practice is based in London.

The Senior Administrator will be managing the work generated by the Partner and providing ongoing top-level support, which will include Practice Management duties along with some Paraplanning and/or Technical Administration.

The Role: Senior Administrator

Reporting to the Partner, you will have overall responsibility for the day to day running of the practice.

The role is varied and interesting, as you will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice, including:

• Managing the Partners diary, client meetings, client reviews and the processing of all business through the Practice.
• Being first point of contact for clients and third parties dealing with both general and technical enquiries
• Setting up clients\’ annual reviews and producing and collating key data, preparing relevant Illustrations, projections and valuations, including any compliance documentation
• Responsibility for managing Salesforce and keeping all client details up to date
• Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios
• Tracking the Business Pipeline, providing regular updates to the Partner and Clients, ,always ensuring seamless communication

The Person: Senior Administrator

To be the ideal candidate for this role you will need:

• Senior administration experience within a St. James’s Place Partner Practice and good all-round knowledge which you are looking to expand and develop.
• An understanding of Investments, Pensions, and other financial planning products
• Experience of producing high quality client correspondence including review letters and draft suitability Reports
• Experience of managing workflow, systems and procedures
• Experience of Salesforce client management system
• Experience of managing client accounts with a natural flair for building rapport and effective working relationships
• Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
• Professionalism and confidence in dealing with people, working with total discretion at all time

St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 £188.6bn.

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. You will be employed by the Practice.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you press \’Submit\’ at the bottom of your application. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.