At a Glance
- Tasks: Provide essential admin support in a fast-paced financial services environment.
- Company: Join a friendly Partner Practice of St. James’s Place Wealth Management.
- Benefits: Competitive salary, hybrid working, training, and career development opportunities.
- Other info: Opportunity to grow your career within a reputable financial services practice.
- Why this job: Be part of a motivated team delivering exceptional service to clients.
- Qualifications: Experience in admin roles, excellent client service skills, and attention to detail.
The predicted salary is between 27000 - 33000 £ per year.
Location: West Bergholt, Colchester (CO6)
Salary: Highly Competitive
Full-time: Hybrid working - 3 days in office / 2 days from home
Working as part of the team at a Partner Practice of St. James’s Place Wealth Management Plc.
Are you an organised, proactive and confident Administrator with experience in providing high-quality support in a busy professional environment? This is an opportunity to join an established St. James’s Place (SJP) Partner Practice that provides financial advice and services to a broad range of clients. 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, 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 Partner, 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 record-keeping, reporting, and client reviews
- Handling client and provider enquiries and correspondence
- Liaising with St. James’s Place and external provider administration teams
- Contacting clients to obtain information and supporting documentation
- Assisting our in-house paraplanner with new business submissions
- Providing proactive support to colleagues and helping ensure client requirements are dealt with efficiently and accurately
You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework.
About You:
We’re looking for an enthusiastic and capable Practice Administrator who takes pride in providing excellent support and going the extra mile for colleagues and clients. You will have:
- Previous experience in an administrative or office-support role within Financial Services, ideally within an SJP or IFA Practice
- Excellent client 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 Outlook (experience of Salesforce and Sage would also be advantageous)
- Confidence communicating with colleagues, clients and third parties in writing and on the phone
- 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 career within a successful financial services Practice.
What’s on Offer?
- A competitive salary
- A friendly and collaborative working environment
- Training, development, 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
About the Practice
You will be joining an established and successful St. James’s Place Partner Practice with a strong reputation for providing high-quality, bespoke financial advice and service to its clients. St. James’s Place plc is a leading and highly regarded FTSE-100 Wealth Management company which provides a full range of financial solutions and has funds under management in excess of £240.8bn.
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.
Practice Administrator in West Bergholt employer: St. James's Place Wealth Management
Join a highly respected St. James’s Place Partner Practice in Risby, Bury St Edmunds, where you will be part of a friendly and collaborative team dedicated to delivering exceptional service. Enjoy a competitive salary and benefits, along with opportunities for personal growth and skill development in a fast-paced environment that values your contributions. This role offers the chance to make a meaningful impact while working alongside motivated colleagues who are committed to success.
Contact Details:
St. James's Place Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Practice Administrator in West Bergholt
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like St. James's Place Wealth Management. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from St. James's Place Wealth Management.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like St. James's Place Wealth Management. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Practice Administrator in West Bergholt
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in St. James's Place Wealth Management and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show St. James's Place Wealth Management how you can be a team player!
How to prepare for a job interview at St. James's Place Wealth Management
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with St. James's Place Wealth Management.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with St. James's Place Wealth Management's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
