Finance Practice Administrator | Growth & Training

St. James's Place Wealth Management; Farnham; On-site; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Salary up to £32,000 per annum

Friendly office environment

Full training and development

Career progression opportunities

Job summary

St. James’s Place Wealth Management in Farnham is seeking a motivated Practice Administrator to provide essential administrative support to the Practice, colleagues and clients.

You will handle a range of tasks, maintain reports, and manage client inquiries while coordinating with internal teams to ensure accurate, timely documentation. The role offers full-time hours in a friendly Farnham office, with full training and opportunities to expand financial services knowledge and career progression

Qualifications

• Experience in an administrative or office-support role within Financial Services is preferred.
• Excellent customer service skills and the ability to build professional client relationships.
• Strong organisation and planning skills with meticulous attention to detail.

Responsibilities

• Managing a varied range of administrative tasks to support the Practice and its clients
• Collating and maintaining key information for reports and portfolio reviews
• Handling client and provider enquiries and correspondence
• Liaising with St. James’s Place administration teams and following up with clients for information and documents
• Managing new business submissions from application through to completion
• Providing proactive support to colleagues to ensure client requirements are met efficiently and accurately

Skills

Customer service

Attention to detail

Organisation

Microsoft Office

Communication

Tools

Microsoft Word

Excel

Job description

St. James’s Place Wealth Management in Farnham is seeking a motivated Practice Administrator to provide essential administrative support to the Practice, colleagues and clients.

You will handle a range of tasks, maintain reports, and manage client inquiries while coordinating with internal teams to ensure accurate, timely documentation. The role offers full-time hours in a friendly Farnham office, with full training and opportunities to expand financial services knowledge and career progression