At a Glance
- Tasks: Manage day-to-day administration and support advisers in a dynamic financial planning practice.
- Company: Established financial planning practice with a supportive team culture.
- Benefits: Competitive salary, flexible working hours, 30 days holiday, and private healthcare.
- Other info: Great opportunity for career development and professional qualifications.
- Why this job: Join a growing team and make a real impact in the financial services sector.
- Qualifications: Experience in administration or operations; financial services knowledge is a plus.
The predicted salary is between 27450 - 33550 £ per year.
A well-established St. James's Place financial planning practice in Hailsham is looking for a Technical Administrator to join its growing team.
You'll work closely with advisers, colleagues and clients, managing the day-to-day administration of the practice and making sure work is progressing, deadlines are met and clients receive a consistently high level of service. It's a varied role, so you'll need to be comfortable managing multiple priorities rather than working through the same process every day. Strong organisation and attention to detail are important, but so is common sense, a confident telephone manner and the ability to take ownership when something needs sorting.
What you'll be doing:
- Acting as a key point of contact for clients and colleagues
- Managing a varied workload and keeping different tasks moving to deadline
- Supporting advisers and the wider practice with day-to-day administration
- Coordinating with different areas of the business where work overlaps
- Keeping clients updated and delivering a consistently high level of service
- Supporting the wider team with changing priorities and ad-hoc requirements
What we're looking for:
You'll ideally have previous experience in an administrative or operational role within financial services. Experience with St. James's Place would be a strong advantage, particularly if you already understand the systems, processes and pace of an SJP practice. Knowledge of pensions, investments, protection or estate planning is useful, but not essential. What matters more is that you're organised, proactive, willing to learn and comfortable taking ownership of your work.
What's on offer:
- £25,000–£30,000 depending on experience
- 37.5 hours per week, Monday to Friday
- Flexible working pattern between 9am and 5pm
- 30 days' holiday + bank holidays
- Employer pension contribution
- Private healthcare after probation
- Paid CII membership
- Full support towards professional qualifications
- The opportunity to develop within an established and growing financial planning practice
If you're already working in financial services and looking for a role where you can build on your experience, or you have strong transferable administration experience and want to move into the sector, we'd be interested in hearing from you.
Technical Administrator in Hailsham employer: Ellis James Partners Limited
As a Technical Administrator in Financial Planning, you'll thrive in a dynamic and supportive environment that prioritises client relationships and professional growth. Our Cheltenham office fosters a collaborative culture where your contributions are valued, and we offer clear pathways for career advancement, including the opportunity to transition into a Financial Adviser role. With competitive compensation and a focus on employee development, we ensure that you have the resources and support needed to excel in your career while making a meaningful impact on our clients' financial journeys.
Contact Details:
Ellis James Partners Limited Recruitment Team
