Practice Administrator

Burgh Recruitment Ltd (Financial Services); Farnham; On-site; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Full training provided

Friendly collaborative team

Office in Farnham Town Centre

Career development opportunities

Job summary

Burgh Recruitment Ltd is recruiting a Practice Administrator for a busy St. James’s Place Senior Partner Practice in Farnham. You will provide essential administrative support to colleagues and clients in a professional financial services environment.

The role offers full-time hours, training, a friendly team, and a salary up to £32,000 per annum plus benefits, with office-based work in Farnham Town Centre.

Qualifications

• Experience in administrative or office-support role within Financial Services.
• Excellent customer service and ability to build professional client relationships.
• Attention to detail with strong problem-solving and initiative.
• Strong organisation and time-management skills.
• Proficient with MS Word, Excel and MS Office applications.

Responsibilities

• Manage a varied range of administrative tasks to support the Practice and its clients.
• Collate and maintain information for reports and portfolio reviews.
• Handle client and provider enquiries and correspondence.
• Liaise with St. James’s Place admin teams and follow up with clients for information.
• Manage new business submissions from applications through to completion.
• Provide proactive support to colleagues and ensure client requirements are dealt with efficiently.

Skills

Administrative experience

MS Office

Customer service

Communication

Tools

Microsoft Word

Microsoft Excel

Job description

Practice Administrator

Location: Farnham, Surrey

Salary: Up to £32,000 per annum + benefits

Hours: Full-time / Working in lovely offices in Farnham Town Centre

Are you an experienced Administrator looking for your next career move?

Are you organised, proactive and confident providing high-quality support in a busy professional environment? This could be an excellent opportunity to join a highly respected St. James’s Place Senior Partner Practice, providing 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.

Full training will be provided, with genuine opportunities to develop your skills and build your career within the financial services sector.

The Role

As Practice Administrator, you will provide essential administrative support to the Practice, colleagues and clients. Your responsibilities will include:

• 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 to obtain information, applications and supporting documentation
• Managing new business submissions, from submitting applications through to completion
• Providing proactive support to colleagues and helping ensure client requirements are dealt with efficiently and accurately

About You

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

Above all, we’re looking for someone who is enthusiastic, reliable and keen to build a long-term career within a successful financial services Practice.

What’s on Offer?

• Salary of up to £32,000 per annum, plus benefits
• A friendly and collaborative working environment in a lovely Farnham town centre location
• Full training and support
• The opportunity to expand your financial services knowledge and experience
• Scope for career development and progression
• The chance to join a motivated team committed to delivering an outstanding service to its clients

Interested?

If this sounds like the right opportunity for you, we’d love to hear from you. You don’t need to meet every single requirement to apply. What matters most is your confidence, enthusiasm, attention to detail and willingness to take the next step in your career. The application process is straightforward, and every application is personally reviewed.

About the Practice

You will be joining an established and successful St. James’s Place Senior Partner Practice with a strong reputation for providing high-quality, bespoke financial advice and service to its clients.

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.