Administration Team Lead – Wealth Management (SJP Expert)

Your Resourcing Partner Ltd; Gravesend; On-site; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Discretionary bonus up to 20%

Job summary

St. James’s Place Partner Practice in Gravesend, Kent seeks an Administration Team Leader to run the administration team and ensure exceptional client service. The role combines leadership with hands-on operations to support advisers, maintain CRM systems and deliver compliant, high-quality service.

You will lead a small team, run weekly planning meetings, oversee onboarding and training, and work closely with Partners and compliance to exceed client expectations.

Qualifications

• Experience leading administrative teams and delivering client service.
• Strong IT skills with Word, Excel and Outlook and CRM experience.
• Excellent communication and interpersonal abilities.
• Ability to manage priorities and meet deadlines.

Responsibilities

• Lead and support the administration team in Gravesend ensuring a collaborative environment.
• Chair weekly meetings to set priorities and track workloads.
• Oversee onboarding, training and performance of team members.
• Manage CRM/IT systems and ensure accurate client records and compliance.
• Support advisers with diary structures, client reviews and service levels.
• Maintain high standards of client service and operational efficiency.

Tools

Microsoft Word

Microsoft Excel

Outlook

CRM systems

Leadership

Organisational skills

Communication

Job description

St. James’s Place Partner Practice in Gravesend, Kent seeks an Administration Team Leader to run the administration team and ensure exceptional client service. The role combines leadership with hands-on operations to support advisers, maintain CRM systems and deliver compliant, high-quality service.

You will lead a small team, run weekly planning meetings, oversee onboarding and training, and work closely with Partners and compliance to exceed client expectations.