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- Tasks: Support the CEO with client requests, meeting prep, and administration tasks.
- Company: Join a leading Wealth Management Practice known for bespoke services to high-net-worth clients.
- Benefits: Enjoy a hybrid work model and opportunities for professional development.
- Why this job: Gain valuable experience in finance while building relationships with elite clients.
- Qualifications: Experience in financial services and strong IT skills are essential.
- Other info: Ideal for those looking to grow in a dynamic, supportive environment.
The predicted salary is between 24000 - 36000 £ per year.
Partner Practice of St James Place
Up to £30,000
Nottingham / Hybrid
Our client is a well-established Wealth Management Practice that provides bespoke services to Private Clients, Business Owners, Trustees, and Sports Professionals. They are now looking for a Senior Practice Administrator to join their team. The Senior Administrator will support the CEO with any requirements they may have including processing client requests, preparing letters and providing a thorough service.
This is an excellent opportunity to gain exposure to dealing with high-net-worth Clients; development is available for those who aspire to work towards Industry exams.
Responsibilities:
- Maintain effective diary system to ensure clients are offered review meetings at the appropriate time.
- Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients and agendas to be sent out prior to the meeting taking place.
- Booking of Drawdown Reviews ensuring State Pension Forecast received prior to meeting.
- Preparation of meeting packs for CEO to complete reviews and presentation meetings when signing up new business including any necessary printing. Pre-population of relevant forms where relevant and sticky notes for client completion.
- Preparation of Post Meeting Letters summarising the points arising in CEO’s review meetings. Ensure that client meeting notes are recorded on the CRM system and CFR updates are completed. Completion of fund switches, rebalances and withdrawals as well as creating the relevant confirmatory paperwork.
- Meet & Greet clients when meetings are held onsite.
- Build strong relationships with the CEO’s clients and act as a point of contact for clients and deal with any relevant issues/queries.
- Completion of FE Analytics performance charts for use in presentation meeting packs but also on an ad-hoc basis, when required, to support the CEO.
- Completion of protection comparison reports, quotations, and processing applications, if required by CEO.
- Completion of analytics and obtaining CYC prior to passing to CEO, ensuring client is contacted bi-weekly to update.
- Completion of Trust forms in line with St. James’s Place guidance and support resources.
- Dealing with any stages of the Death process where relevant.
- Take lead on new projects that become relevant as RWM or St. James’s Place require.
- Input of data on relevant cashflow modelling systems to assist CEO with case construction.
- Undertake all tasks relating to the PA role when required to provide holiday/sickness cover, etc.
- Onboarding calls to new clients to discuss the services we offer.
- Completion of any other administration duties as required by the CEO.
Experience and Skills:
- SJP experience is needed for this role.
- Ability to work under pressure of tight deadlines to ensure company SLAs are met.
- Strong interpersonal and team skills.
- Proven track record in a financial services Administrator role.
- A keen eye for attention to ensure case/business errors are mitigated.
- The ability to self-develop and show initiative by researching solutions independently.
- Ability to change and adapt swiftly as business needs alter.
- Skilled in usage of IT systems such as Word, Excel and PowerPoint.
- Professional telephone manner and strong communication skills (both written and verbal).
If this role seems like the role for you apply online or for further information speak to one of our specialist consultants quoting reference NJR.
Senior Practice Administrator to CEO employer: NJR Recruitment Ltd
Contact Detail:
NJR Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Practice Administrator to CEO
✨Tip Number 1
Familiarise yourself with the specific requirements of the role, especially the SJP experience. Research St James's Place and their services to understand their client base and how you can contribute effectively.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or connect with current employees on LinkedIn to gain insights into the company culture and expectations for the Senior Practice Administrator role.
✨Tip Number 3
Prepare to demonstrate your organisational skills and ability to manage multiple tasks under pressure. Think of examples from your past experiences where you've successfully handled tight deadlines or complex client requests.
✨Tip Number 4
Showcase your communication skills during any interactions with the company. Whether it's through emails or phone calls, ensure you convey professionalism and clarity, as these are crucial for the role.
We think you need these skills to ace Senior Practice Administrator to CEO
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration, particularly any roles where you've supported senior management. Emphasise your skills in diary management, client communication, and attention to detail.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific responsibilities from the job description that excite you, such as preparing meeting packs or building relationships with high-net-worth clients.
Showcase Relevant Skills: Highlight your proficiency in IT systems like Word, Excel, and PowerPoint. Provide examples of how you've used these tools in previous roles to improve efficiency or support senior staff.
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 this role.
How to prepare for a job interview at NJR Recruitment Ltd
✨Showcase Your SJP Experience
Make sure to highlight your experience with St. James's Place during the interview. Discuss specific instances where you successfully managed client requests or supported senior management, as this will demonstrate your familiarity with their processes and expectations.
✨Demonstrate Strong Organisational Skills
Since the role involves maintaining an effective diary system and booking meetings, be prepared to discuss how you manage your time and prioritise tasks. Share examples of how you've handled tight deadlines in previous roles to show that you can thrive under pressure.
✨Prepare for Client Interaction Scenarios
As you'll be meeting and greeting clients, think about how you would handle various client interactions. Prepare to discuss your approach to building relationships and resolving issues, as strong interpersonal skills are crucial for this position.
✨Familiarise Yourself with Financial Services Tools
Brush up on your knowledge of financial services tools like FE Analytics and cashflow modelling systems. Being able to discuss these tools confidently will show that you're ready to hit the ground running and support the CEO effectively.
