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For Companies At a Glance
- Tasks: Provide top-notch support to Advisors and manage client communications effectively.
- Company: Join a leading FTSE 100 wealth management firm with a strong reputation.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Be a key player in helping clients achieve their financial goals.
- Qualifications: Strong communication skills and previous experience in administration or financial services.
- Other info: Dynamic role with opportunities for growth in a collaborative setting.
The predicted salary is between 30000 - 42000 £ per year.
St. James’s Place Wealth Management is a FTSE 100 company with £198bn of client funds under management. The company’s success has grown through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. At the heart of our business is the St. James’s Place Partnership, which brings together some of the most experienced, able and highly regarded professionals working in financial services today. Ceres Wealth Management is one such partnership, based in Guildford and London. The Practice provides comprehensive financial planning and wealth management services, helping individuals, trustees and organisations to achieve their financial goals.
Summary
To provide first-class professional support to Advisors. This role is critical to the efficient running of the team and the Practice.
Main Duties & Responsibilities
- Effective management of incoming communication, including post, emails, answering calls and handling queries professionally.
- Using initiative to deal with queries.
- Overseeing client servicing and ongoing advice processes – ensuring clients are reviewed on schedule and that their advice and servicing needs are met across the year.
- Managing the Advisors’ diaries and booking in client meetings and reviews.
- Maintaining records of meetings and CRM to ensure compliance.
- Assisting the para-planning team as required.
- Gathering and collating information on behalf of clients, para-planners and Advisors.
- Providing high-level client care and service, responding to their queries and needs in a timely, professional manner.
- Ensuring clients are registered for and able to access key applications (e.g. Flagstone, Policy Services, SJP Online Services, DocuSign, and Encrypted Email) and provide support with any ad hoc issues that arise.
Skills and Experience
- Exceptional interpersonal and communication skills, including the ability to ensure effective communication with a wide range of contacts and to deliver the highest level of client service.
- Excellent team working skills with the ability to work collaboratively and co-operatively with colleagues.
- Ability to work under pressure, to tight deadlines and a flexible, pro-active approach to work including the ability to prioritise and re-prioritise to achieve successful outcomes.
- Ability to apply processes rigorously and meticulously to promote effective and efficient working.
- Assertive and confident manner, particularly on the telephone.
- Excellent numeracy and literacy skills.
- Excellent IT skills including working knowledge of Microsoft Office Word, Excel and Outlook.
- Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times.
- Previous work experience in Administration or Financial Services.
Practice Administrator in Guildford employer: Ceres Wealth Management
Contact Detail:
Ceres Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Administrator in Guildford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at St. James’s Place. A friendly chat can sometimes lead to insider info or even a referral.
✨Tip Number 2
Prepare for the interview by researching the company and its values. Understand their approach to client relationships and be ready to discuss how you can contribute to that ethos. We want to see your passion for providing top-notch client care!
✨Tip Number 3
Practice your communication skills! Since this role is all about effective communication, consider doing mock interviews with friends or family. Get comfortable talking about your experiences and how they relate to the responsibilities of a Practice Administrator.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Practice Administrator in Guildford
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Practice Administrator role. Highlight your relevant experience in administration and client service, and show us how you can contribute to our team at St. James’s Place.
Show Off Your Communication Skills: Since this role involves a lot of communication, let your writing reflect your exceptional interpersonal skills. Use clear and professional language, and don’t forget to proofread for any typos or errors before hitting send!
Demonstrate Your Initiative: We love candidates who can think on their feet! In your application, share examples of how you've used your initiative in previous roles, especially when handling queries or managing multiple tasks.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your application and get you one step closer to joining our fantastic team!
How to prepare for a job interview at Ceres Wealth Management
✨Know Your Stuff
Before the interview, make sure you understand the role of a Practice Administrator and the specific duties involved. Familiarise yourself with St. James’s Place Wealth Management and Ceres Wealth Management, their values, and how they operate. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
Since exceptional interpersonal and communication skills are crucial for this role, prepare examples from your past experiences where you've effectively managed client communications or resolved queries. Practising clear and concise responses will also help you shine during the interview.
✨Demonstrate Team Spirit
This role requires excellent team working skills, so be ready to discuss how you've collaborated with colleagues in previous jobs. Think of specific instances where your teamwork led to successful outcomes, and be prepared to explain how you can contribute positively to the team at Ceres Wealth Management.
✨Be Ready for Pressure
The ability to work under pressure is key for a Practice Administrator. Prepare to discuss how you've handled tight deadlines or high-pressure situations in the past. Highlight your proactive approach and how you prioritise tasks to ensure everything runs smoothly, even when things get hectic.
