Practice Administrator

St. James's Place Wealth Management; West Bergholt; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Competitive salary

Training and development

Job summary

St. James’s Place Wealth Management Plc.’s Partner Practice in West Bergholt, Colchester, is seeking a Practice Administrator to provide essential administrative support to the Partner, colleagues and clients in a fast-paced financial services environment.

This role offers hybrid working: three days in office and two days from home. You will manage a varied workload, handle client enquiries, maintain records for reporting and client reviews, and assist the paraplanner with new business

Qualifications

• Experience in administrative or office-support role within Financial Services
• Excellent client service skills and ability to build professional relationships
• Excellent attention to detail and problem-solving ability
• Strong organisation, time-management and planning skills
• Good working knowledge of Microsoft Word, Excel and Outlook; Salesforce and Sage advantageous
• Ability to handle confidential information with discretion
• Proactive, positive approach and willingness to learn and develop

Responsibilities

• Provide essential administrative support to the Partner, colleagues and clients
• Collate and maintain key information for record-keeping, reporting and client reviews
• Handle client and provider enquiries and correspondence
• Liaise with St. James’s Place and external provider administration teams
• Contact clients to obtain information and supporting documentation
• Assist in-house paraplanner with new business submissions
• Provide proactive support to colleagues to ensure efficient handling of client requirements

Skills

Office administration

Client service

Attention to detail

Organisation skills

Microsoft Word

Excel

Outlook

Tools

Salesforce

Sage

Microsoft Word

Excel

Outlook

Job description

Practice Administrator

Location: West Bergholt, Colchester (CO6)

Salary: Highly Competitive

Full-time: Hybrid working - 3 days in office / 2 days from home

Working as part of the team at a Partner Practice of St. James’s Place Wealth Management Plc.

Are you an organised, proactive and confident Administrator with experience in providing high-quality support in a busy professional environment?

This is an opportunity to join an established St. James’s Place (SJP) Partner Practice that provides financial advice and services to a broad range of clients.

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, with genuine opportunities to develop your skills and build your career within the financial services sector.

The Role: Practice Administrator

As Practice Administrator, you will provide essential administrative support to the Partner, 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 record-keeping, reporting, and client reviews
• Handling client and provider enquiries and correspondence
• Liaising with St. James’s Place and external provider administration teams
• Contacting clients to obtain information and supporting documentation
• Assisting our in-house paraplanner with new business submissions
• Providing proactive support to colleagues and helping ensure client requirements are dealt with efficiently and accurately.

You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework.

About You: Practice Administrator

We’re looking for an enthusiastic and capable Practice Administrator who takes pride in providing excellent support and going the extra mile for colleagues and clients. You will have:

• Previous experience in an administrative or office-support role within Financial Services, ideally within an SJP or IFA Practice
• Excellent client 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 Outlook (experience of Salesforce and Sage would also be advantageous)
• Confidence communicating with colleagues, clients and third parties in writing and on the phone
• 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 career within a successful financial services Practice.

What’s on Offer?

• A competitive salary
• A friendly and collaborative working environment
• Training, development, 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 Partner Practice with a strong reputation for providing high-quality, bespoke financial advice and service to its clients.

St. James’s Place plc is a leading and highly regarded FTSE-100 Wealth Management company which provides a full range of financial solutions and has funds under management in excess of £240.8bn.

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.