At a Glance
- Tasks: Provide essential administrative support in a dynamic financial services environment.
- Company: Join a respected St. James’s Place Senior Partner Practice in Farnham.
- Benefits: Earn up to £32,000 plus benefits and enjoy a friendly work culture.
- Other info: Be part of a motivated team delivering outstanding client service.
- Why this job: Kickstart your career with full training and real opportunities for growth.
- Qualifications: Previous admin experience and strong customer service skills are ideal.
Location: Farnham, Surrey
Salary: Up to £32,000 per annum + benefits
Hours: Full-time / Working in lovely offices in Farnham Town Centre
Are you an experienced Administrator looking for your next career move? Are you organised, proactive and confident providing high-quality support in a busy professional environment? This could be an excellent opportunity to join a highly respected St. James’s Place Senior Partner Practice, providing bespoke financial advice and services to a broad range of private clients, individuals, families and businesses.
You’ll become an important part of a friendly, collaborative team where everyone works together to deliver an exceptional level of service. This is a varied role in a fast-paced environment where no two days are the same. Full training will be provided, with genuine opportunities to develop your skills and build your career within the financial services sector.
The Role - As Practice Administrator, you will provide essential administrative support to the Practice, colleagues and clients. Your responsibilities will include:
- Managing a varied range of administrative tasks to support the Practice and its clients
- Collating and maintaining key information for reports and portfolio reviews
- Handling client and provider enquiries and correspondence
- Liaising with St. James’s Place administration teams and following up with clients to obtain information, applications and supporting documentation
- Managing new business submissions, from submitting applications through to completion
- Providing proactive support to colleagues and helping ensure client requirements are dealt with efficiently and accurately
About You - We’re looking for an enthusiastic and capable Administrator who takes pride in providing excellent support and going the extra mile for colleagues and clients. Ideally, you will have:
- Previous experience in an administrative or office-support role within Financial Services, ideally within an SJP or IFA Practice
- Excellent customer service skills and the ability to build strong, professional client relationships
- Excellent attention to detail, with the ability to identify issues, solve problems and think on your feet
- Strong organisation, time-management and planning skills
- Good working knowledge of Microsoft Word, Excel and other Microsoft Office applications
- Confidence communicating with colleagues, clients and third parties
- The ability to handle confidential information with complete discretion
- A proactive, positive approach and the willingness to learn and develop
Above all, we’re looking for someone who is enthusiastic, reliable and keen to build a long-term career within a successful financial services Practice.
What’s on Offer?
- Salary of up to £32,000 per annum, plus benefits
- A friendly and collaborative working environment in a lovely Farnham town centre location
- Full training and support
- The opportunity to expand your financial services knowledge and experience
- Scope for career development and progression
- The chance to join a motivated team committed to delivering an outstanding service to its clients
If this sounds like the right opportunity for you, we’d love to hear from you. You don’t need to meet every single requirement to apply. What matters most is your confidence, enthusiasm, attention to detail and willingness to take the next step in your career. The application process is straightforward, and every application is personally reviewed.
About the Practice - You will be joining an established and successful St. James’s Place Senior Partner Practice with a strong reputation for providing high-quality, bespoke financial advice and service to its clients. St. James’s Place plc (SJP) is a leading, highly regarded FTSE 100 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 £240.8bn. This business is well established and highly successful.
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. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Practice Administrator in Farnham employer: Premium site
Join a highly respected St. James’s Place Senior Partner Practice in Farnham, where you will be part of a friendly and collaborative team dedicated to delivering exceptional service. With a salary of up to £32,000 and full training provided, this role offers genuine opportunities for career development within the thriving financial services sector. Enjoy working in lovely offices in the heart of Farnham, where your contributions will be valued and your professional growth supported.
StudySmarter Expert Advice🤫
We think this is how you could land Practice Administrator in Farnham
✨Tap into Campus Networks
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We think you need these skills to ace Practice Administrator in Farnham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Premium site.
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Research and Reflect:Before hitting that 'apply' button on Premium site's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Premium site
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Premium site.
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