At a Glance
- Tasks: Lead client care and operational support in a dynamic financial services environment.
- Company: Join a family-run firm linked to St. James’s Place, focused on people-first values.
- Benefits: Competitive salary, performance bonuses, private medical insurance, and professional development funding.
- Other info: Enjoy a supportive team culture with excellent career progression opportunities.
- Why this job: Make a real impact by enhancing client relationships and supporting business growth.
- Qualifications: 2+ years in financial services, strong communication skills, and attention to detail.
The predicted salary is between 25000 - 30000 £ per year.
Practice Administrator – Wealth Management (IFA / SJP Experience Preferred)
1 day ago Be among the first 25 applicants
Company: Wealth Management Practice Linked to the St. James’s Place Group
Join Our Family-Run Firm for an Exciting Career in Financial Services!
We’re a close-knit, family-run firm of financial advisers proudly associated with St. James’s Place, and we’re looking for an experienced Administrator to become a key part of our growing team. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be truly valued. If you thrive in a fast-paced setting and want to be part of a business that puts people first—both clients and colleagues—then we’d love to hear from you.
Purpose of the Role
To lead and deliver exceptional client care and operational support across the practice, ensuring every client interaction reflects our values of People First, Collaborative Spirit, and Unwavering Excellence. This role supports multiple Partners and Advisers, contributing to the smooth running of the business and the development of long-term client relationships.
Key Responsibilities
Client Experience & Relationship Management
- Be the first point of contact for client servicing, ensuring a warm, professional and proactive approach.
- Maintain and enhance client relationships through timely communication, event coordination, and personalised service.
- Support client onboarding and ensure all documentation is accurate, compliant, and complete.
Operational Excellence
- Oversee the submission and tracking of client applications.
- Maintain accurate client records using Salesforce, ShareFile, iBusiness and other systems.
- Ensure all regulatory, compliance and licensing requirements are met and documented.
- Liaise with Head Office and external providers to ensure seamless service delivery.
- Work closely with the Practice Manager and Paraplanner to support business growth initiatives.
- Contribute to marketing efforts including campaigns, client events, and service questionnaires.
- Assist in developing new client opportunities and nurturing referrals.
Leadership & Team Support
- Provide locum support for senior team members during absences.
- Mentor junior team members and contribute to a positive, collaborative team culture.
- Attend meetings, workshops and training to continuously develop professional skills.
Skills & Attributes
- Exceptional organisational and communication skills
- Calm, confident and client-focused under pressure
- Strong attention to detail and analytical thinking
- Proactive, solution-oriented and open to innovation
- Comfortable with face-to-face and phone-based client interaction
- Proficient in Microsoft Office and internal systems
- Knowledge of financial services regulation and compliance
- A minimum of 2 years’ experience within a financial services company, preferably St. James’s Place, IFA practice or similar
Professional Development
We are committed to your growth. You’ll be supported to attend relevant courses, workshops and exams to enhance your skills and career progression.
Salary & Benefits
We believe in putting People First, and that starts with our team. As a Financial Services Administrator, you’ll receive:
- A competitive annual salary between £25,000 and £30,000, based on experience and qualifications
- A performance related annual bonus of up to 8%
- Annual performance review and progression opportunities
- 25 days annual leave plus bank holidays
- Private Medical Insurance (after qualifying period)
- Professional development funding and exam support
- Team social events and client entertainment opportunities
- Office based working
- Full-time, Monday to Friday
- Core hours: 8:30am – 4:30pm
- Free on-site parking
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Health Care Provider
Practice Administrator – Wealth Management (IFA / SJP Experience Preferred) in Huddersfield employer: Zenia Wealth Management
Join our family-run Wealth Management Practice, proudly associated with St. James’s Place, where we prioritise a supportive and collaborative work culture. As a Practice Administrator, you will enjoy competitive salaries, performance bonuses, and ample opportunities for professional development, all while contributing to a team that values exceptional client care and operational excellence. With a focus on employee growth and a commitment to putting people first, this is an ideal environment for those seeking a meaningful career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Practice Administrator – Wealth Management (IFA / SJP Experience Preferred) in Huddersfield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those with IFA or SJP experience. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since this role is all about putting people first, think of examples from your past where you’ve gone above and beyond for clients or colleagues.
✨Tip Number 3
Showcase your organisational skills! During interviews, be ready to discuss how you've managed multiple tasks or projects simultaneously. Use specific examples to highlight your attention to detail and proactive approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Practice Administrator – Wealth Management (IFA / SJP Experience Preferred) in Huddersfield
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial services, especially if you have IFA or SJP experience. We want to see how you can bring value to our team!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to express why you're excited about joining our family-run firm and how your values align with ours. Show us your personality and passion for client care and operational excellence.
Showcase Your Organisational Skills:Since this role requires exceptional organisational abilities, give examples of how you've managed multiple tasks or projects in the past. We love seeing how you handle pressure and maintain attention to detail!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Zenia Wealth Management
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially if you have experience with St. James’s Place or IFA practices. Familiarise yourself with their values and how they prioritise client care, as this will show you’re aligned with their mission.
✨Showcase Your Organisational Skills
Since the role requires exceptional organisational abilities, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Highlight how you maintained accuracy and compliance in your work, as this is crucial for the position.
✨Demonstrate Client-Centric Attitude
Be ready to discuss how you’ve provided excellent client service in previous roles. Share specific instances where you went above and beyond to enhance client relationships, as this aligns perfectly with the firm’s 'People First' value.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities within the firm. This not only shows your interest but also helps you gauge if the environment is the right fit for you.
