Administrator

St. James's Place Wealth Management; Bury St Edmunds; On-site; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Collaborative working environment

Extend your skills and experience

Joining a motivated team

Job summary

St. James's Place Wealth Management is seeking an Administrator to join a busy office in Risby, near Bury St Edmunds. This full-time role (part-time considered) offers a competitive salary plus benefits and a chance to support advisors and clients in a fast-paced environment.

You will handle enquiries, manage client records, support new business submissions, and maintain CRM data while liaising with internal teams to ensure compliant processes and timely service.

Qualifications

• Previous experience in an administrative or office-support role within Financial Services.
• 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.
• Ability to handle confidential information with complete discretion.
• A proactive, positive approach and the willingness to learn and develop.

Responsibilities

• Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
• Submitting new business using bespoke software
• Sending out correspondence and requests for information
• Managing the database of clients and diary management for the Advisors
• Preparing and collating key information for clients' annual reviews
• Managing the CRM Database (Salesforce) and keeping all client details up to date
• Liaising with SJP admin teams to ensure all processes are compliant and completed within agreed timescales
• Training can be provided and there is scope within this role to progress and as you develop your knowledge within this exciting and fast paced environment.

Skills

Customer service

Organisation

Communication

Problem solving

Microsoft Word/Excel

Discretion

Tools

Salesforce

Job description

Administrator

Location: Risby, Bury St Edmunds

Hours: Full time (part time considered)

Salary: competitive + benefits

Are you an enthusiastic and experienced Administrator looking for an interesting and varied role? Could you fulfil a vital support function within a busy office?

This is an excellent opportunity to join a highly respected St. James s Place Partner Practice, who provide 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.

The Role: Administrator

You will be the Go To' person for clients and third parties dealing with general enquiries, along with varied and interesting responsibilities including;

• Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
• Submitting new business using bespoke software
• Sending out correspondence and requests for information
• Managing the database of clients and diary management for the Advisors
• Preparing and collating key information for clients' annual reviews
• Managing the CRM Database (Salesforce) and keeping all client details up to date
• Liaising with SJP admin teams to ensure all processes are compliant and completed within agreed timescales
• Training can be provided and there is scope within this role to progress and as you develop your knowledge within this exciting and fast paced environment.

The Person: Administrator

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

The Rewards:

• A collaborative working environment
• The chance to extend your skills and experience
• Joining a motivated team that works hard to make a success of this Practice.

St. James s Place plc (SJP) is a leading, a 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.