Financial Services Administrator

St. James's Place Wealth Management; England; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading Wealth Management firm in the UK is seeking a Financial Services Administrator to support client relationships and administration. You will prepare documentation for client meetings, ensure compliance, and provide administrative support to the team. Ideal candidates will have excellent communication skills and some experience in Financial Services. This full-time role is based in Summertown, North Oxford, offering a highly competitive salary and benefits. Enthusiastic applicants who meet some requirements are encouraged to apply.

Benefits

Highly competitive salary

Training and career development opportunities

Qualifications

• Excellent communication skills, both written and verbal.
• Previous office support experience in Financial Services is preferred.
• Knowledge of regulations and legislation is desirable.

Responsibilities

• Prepare documentation for client review meetings.
• Ensure compliance documents are complete and saved.
• Provide administrative support to advisers and team members.

Skills

Client interaction skills

Attention to detail

Motivation for quality support

Calm and approachable demeanor

Ability to focus on tasks

Education

Experience in Financial Services or related sector

Tools

Salesforce

Microsoft Office

Job description

Financial Services Administrator

Hours Full Time, 9am-5pm Monday-Friday
Location Summertown, North Oxford

Salary Highly Competitive + benefits (DoE)

The role of Financial Services Administrator is to provide support in the delivery of all aspects of client relationship and administration within a highly successful SJP Partner Practice. As a key member of the team, you’ll work closely with colleagues to deliver high‑quality technical support to the Advisors providing compliant advice to all Clients. This is a fantastic opportunity to develop your career within a supportive environment.

Key Duties and Responsibilities

• Preparing all documentation ahead of client review meetings, to ensure the advisers are fully prepared for the meeting and highlighting any outstanding requirements.
• Ensuring all files are completed post review meeting and all client details are up to date. Completing withdrawal letters and post review letters as required, issuing them within a timely manner.
• Answering incoming telephone calls, dealing confidently and effectively with clients, providers and third parties.
• Providing administrative support to the Advisers and other members of the team, dealing with various client servicing tasks as required.
• Ensuring all compliance documents are completed and saved to the relevant platforms (Salesforce, IBusiness and client files).

This is an interesting and challenging role that would suit a positive and professional self‑starter who enjoys using their initiative, is collaborative and has a can‑do working style.

Ideal Experience, Skills and Behaviours

• Excellent face‑to‑face and telephone client interaction skills, the ability to build rapport swiftly and provide quality support to agreed standards and timescales.
• Calm and approachable, projecting professionalism and confidence, working with total discretion at all times.
• Highly motivated to provide a first‑class experience for the clients of the Practice.
• Excellent written communication skills and great attention to detail.
• Ability to focus on your own tasks as well as on shared goals as part of the team.
• Previous experience in an office support role in Financial Services or a related sector.
• Knowledge of relevant regulation and legislation (desirable).
• Experience of client management systems such as Salesforce (desirable).
• Broad experience of Microsoft Office (Outlook, Word).
• Creating and maintaining client files / data IBusiness, Salesforce (previous use of these is desirable).

If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in.

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 GBP220.0bn. 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.

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