Senior Administrator

Jobswipe Premium; City of Westminster; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading Wealth Management firm in the United Kingdom is seeking a Senior Administrator to provide high-level technical and administrative support. The ideal candidate will have experience in Financial Services, excellent communication skills, and the ability to handle enquiries discreetly. This opportunity allows for professional development and progression within the SJP Accreditation framework, making it ideal for a confident self-starter eager to contribute in a dynamic environment.

Qualifications

• Experience in Financial Services, preferably with SJP Partner Practice.
• Excellent IT and communication skills.
• Confident dealing with third parties with discretion.

Responsibilities

• Provide technical and administrative support to clients.
• Handle general enquiries from clients and third parties.
• Ensure timely processing of business obtained.

Skills

Technical support

Customer service

Communication skills

Organisational skills

Confidentiality

Education

Relevant qualification such as FPC or Level 4 Diploma

Tools

Salesforce

Job description

Overview

You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice. You will be a point of contact for clients and third parties dealing with general enquiries. You will be responsible for business submission using bespoke software. You will need to ensure that business obtained is being processed in a timely way. Due to the nature of the business, tasks must be completed within a timely manner. 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. This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style.

Qualifications

• You will have been working in Financial Services, ideally for a SJP Partner Practice for several years and have good all-round knowledge which you are looking to expand and develop
• You have excellent IT and communication skills, are highly organised and can make decisions
• Ideally, you have used the CRM Salesforce
• You are a self-starter and able to work with little or no supervision
• It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.
• A relevant qualification such as the FPC or progress towards the Level 4 Diploma would be an advantage but is not essential.

Company

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 £198.5bn. 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.