Administrator

St. James's Place Wealth Management; Risby; On-site; GBP 22,000 - 27,000; Full time

Benefits offered by this job

Collaborative working environment

Skill development opportunities

Team support and progression

Job summary

St. James's Place Wealth Management is seeking an Administrator in Risby, near Bury St Edmunds. This full-time role supports a busy office with varied duties, including managing client databases, submitting new business, and coordinating communications.

Training and development are offered within a collaborative team environment. The role emphasizes strong customer service, attention to detail, and the ability to handle confidential information with discretion.

Qualifications

• Experience in administrative or office-support roles would be advantageous.
• Strong customer service skills and ability to build professional client relationships.
• Excellent attention to detail and organisational skills.

Responsibilities

• Provide high-level administrative support and customer service to clients.
• Submit new business using bespoke software.
• Send out correspondence and requests for information.
• Manage client database and diary for Advisors.
• Prepare information for clients' annual reviews.
• Maintain the CRM (Salesforce) and keep client details up to date.
• Coordinate with admin teams to ensure compliant processes within timescales.
• Open to progression as knowledge grows.

Skills

Customer service

Organization

Attention to detail

Problem solving

Communication

Tools

Microsoft Word

Microsoft Excel

Salesforce CRM

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

• 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

• 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.