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For Companies At a Glance
- Tasks: Manage client reviews, prepare financial documents, and maintain Salesforce records.
- Company: Join James’s Place Plc, a top FTSE 100 Wealth Management firm.
- Benefits: Enjoy a competitive salary, bonuses, hybrid work, and flexible hours.
- Why this job: Be part of a dynamic team supporting high-net-worth clients in a reputable company.
- Qualifications: Experience in administration, financial products, and Salesforce is essential.
- Other info: Standard financial and identity checks will be conducted for successful candidates.
The predicted salary is between 36000 - 54000 £ per year.
Salary - Up to £45,000 (depending on experience) + Bonus and Benefits
Locations – Hybrid / 3 days per week in Knightsbridge
Full or Part time considered
An excellent opportunity has arisen for a professional and adaptable Senior Administrator to join a St. 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:
- 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
The Person:
- Senior administration experience within a St.
- 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 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)
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.
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.
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator - Full-time
✨Tip Number 1
Familiarise yourself with Salesforce, as it's a key part of the role. Consider taking an online course or tutorial to brush up on your skills and demonstrate your commitment to mastering this tool.
✨Tip Number 2
Highlight your experience in managing client accounts and building relationships. Prepare specific examples of how you've successfully engaged with clients in the past, as this will show your ability to thrive in a client-focused environment.
✨Tip Number 3
Stay updated on financial products like investments and pensions. Reading industry news or attending webinars can help you speak confidently about these topics during interviews.
✨Tip Number 4
Practice your communication skills, especially in writing. Since producing high-quality client correspondence is essential, consider drafting sample letters or reports to showcase your proficiency.
We think you need these skills to ace Senior Administrator - Full-time
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration, particularly within financial services. Emphasise your familiarity with Salesforce and Microsoft Office, as well as any experience with client correspondence and financial planning products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your adaptability and professionalism. Mention specific examples of how you've managed client accounts and built rapport, as these are key aspects of the role.
Highlight Relevant Skills: In your application, clearly outline your skills related to practice management, paraplanning, and technical administration. Use bullet points for clarity and ensure you mention your understanding of investments and pensions.
Proofread Your Application: Before submitting, carefully proofread your application 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 Administration Skills
Make sure to highlight your previous experience in administration, especially within a financial context. Be prepared to discuss specific examples of how you've managed client accounts and produced high-quality correspondence.
✨Demonstrate Your Technical Knowledge
Since the role involves understanding investments and pensions, brush up on these topics before the interview. Be ready to explain complex concepts in simple terms, showcasing your ability to communicate effectively with clients.
✨Familiarise Yourself with Salesforce
As managing Salesforce is a key part of the job, ensure you understand its functionalities. If possible, mention any specific experiences you've had with Salesforce or similar client management systems during the interview.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to build rapport with clients. Think of scenarios where you've successfully handled challenging situations or built strong relationships, and be ready to share those stories.
