Practice Administrator

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

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

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.