Hybrid Financial Admin Specialist | Excel & Client Support

St. James's Place Wealth Management; Cheltenham; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Collaborative environment

Skill development

Team-oriented culture

Job summary

St. James’s Place Wealth Management is seeking a Technical Administrator for a busy Cheltenham practice. This hybrid, full-time role supports colleagues and clients with a range of administrative tasks and data handling.

You will manage client databases, prepare reports and portfolio reviews, respond to enquiries, and liaise with SJP admin teams. Training is provided and there is scope to develop your knowledge in a fast-paced environment.

Qualifications

• Proven work experience as a Technical Administrator or within an office support role. Financial Services experience is useful but not essential
• Excellent customer service and the ability to build rapport and manage client relationships
• Strong attention to detail and be able to problem solve and think on your feet
• Good time management and planning skills
• Strong working knowledge of Excel, Word, and other Microsoft Office Programs
• It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.

Responsibilities

• You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
• You will manage and collate key data for reports and portfolio reviews
• Dealing with enquiries and correspondence from clients and providers
• Managing the database of clients and diary management for the Partner and Advisors
• You will be preparing new business handovers and liaising with SJP admin teams
• Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.

Skills

Customer service

Attention to detail

Time management

Problem solving

Tools

Excel

Word

Microsoft Office

Job description

St. James’s Place Wealth Management is seeking a Technical Administrator for a busy Cheltenham practice. This hybrid, full-time role supports colleagues and clients with a range of administrative tasks and data handling.

You will manage client databases, prepare reports and portfolio reviews, respond to enquiries, and liaise with SJP admin teams. Training is provided and there is scope to develop your knowledge in a fast-paced environment.