Hybrid Practice Administrator – Financial Services in West Bergholt

Hybrid Practice Administrator – Financial Services in West Bergholt

West Bergholt Full-Time 27000 - 33000 £ / year (est.) Home office (partial)
S

At a Glance

  • Tasks: Provide essential admin support in a fast-paced financial services environment.
  • Company: Join St. James’s Place Wealth Management, a leading financial services firm.
  • Benefits: Enjoy hybrid working, balancing office and home life.
  • Other info: Great opportunity for career growth in a supportive environment.
  • Why this job: Be part of a dynamic team making a real difference for clients.
  • Qualifications: Strong organisational skills and a passion for client service.

The predicted salary is between 27000 - 33000 £ per year.

St.

James’s Place Wealth Management Plc.’s Partner Practice in West Bergholt, Colchester, is seeking a Practice Administrator to provide essential administrative support to the Partner, colleagues and clients in a fast-paced financial services environment.

This role offers hybrid working: three days in office and two days from home.

You will manage a varied workload, handle client enquiries, maintain records for reporting and client reviews, and assist the paraplanner with new business

#J-18808-Ljbffr

Hybrid Practice Administrator – Financial Services in West Bergholt employer: St. James's Place Wealth Management

As a Senior Administrator at our Gravesend location, you will join a dynamic and supportive team within a prestigious Partner Practice of St. James’s Place Wealth Management. We pride ourselves on fostering a collaborative work culture that encourages professional growth, offering excellent benefits and a highly competitive salary, all while being part of a successful firm dedicated to delivering exceptional client service. With opportunities for further training and development, including the potential to achieve a Level 4 Diploma in Financial Services, this role is perfect for those looking to advance their career in a rewarding environment.

S

Contact Details:

St. James's Place Wealth Management Recruitment Team

We think you need these skills to ace Hybrid Practice Administrator – Financial Services in West Bergholt

Administrative Support
Client Enquiries Management
Record Keeping
Reporting Skills
Client Review Assistance
Time Management
Communication Skills