Senior Administrator

Ikrut; Gravesend; On-site; GBP 32,000 - 40,000; Full time

Job summary

St. James’s Place Wealth Management plc in Gravesend, Kent is seeking a Senior Administrator to support Advisors and the Admin team in a fast-paced environment.

You will provide high-level administrative support, prepare client reports, and ensure service levels are met for a growing client base. You should have wealth management exposure, strong IT and communication skills, and a proactive, discreet approach.

Qualifications

• Experience in Wealth Management or with SJP is highly preferred.
• Excellent IT and communication skills with high organisation.
• Ability to work calmly in a fast-paced environment and show initiative.
• Experience assisting Advisors and managing client servicing workflows.

Responsibilities

• Provide high-level administrative support to the Practice and Advisors.
• Manage client files and prepare reports and calculations for meetings.
• Perform EBS processing and create Advice sets and CFR updates.
• Coordinate client servicing, appointments, and CRM data accuracy.

Skills

Wealth management experience

SJP experience advantageous

IT skills

Excellent communication skills

Organised and detail-oriented

Team player

Education

Level 4 Diploma in Financial Services

Tools

Salesforce CRM

Microsoft Office

Job description

Senior Administrator

Location: Gravesend, Kent

Salary:Highly Competitive with excellent benefits and bonus

Hours: Full time, office based

An excellent opportunity has arisen for a professional and experienced Senior Administrator to work for a highly successful Partner Practice of St. James’s Place Wealth Management plc.

Reporting to the Business and Operations Manager you will be part of a fast-paced team managing the work generated by the Advisors and supporting the Admin team as required.

Overview of the role of Senior Administrator

You will be providing a high level of administrative support and an excellent level of customer service to clients of the Practice including:

• Supporting the Practice’s ongoing expansion plans and administrative goals
• A pro-active and structured approach to supporting the Practice’s client servicing and administration needs
• Identifying opportunities to improve the client service level for the Practice as a whole, and suggesting new ideas to help improve the service the Practice provides to the client
• Adhering to service level standards for the Practice
• Checking client files prior to meetings to assess current holdings and any opportunities, ahead of the meeting.
• Preparing critical yield calculations and other technical calculations to assess viability of cases or client situations.
• EBS processing and creating Advice sets, uploading documentation ready for submission.
• Providing high level service to clients; responding to their queries and needs in a timely, professional manner and providing support with any ad hoc issues that arise.
• Preparing straight forward Suitability Reports and New Business Reports and issuing to Clients
• Client servicing such as appointment making, Salesforce administration and keeping CFRs up to date

Skills, attributes and experience needed for the Senior Administrator

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.

• Relevant experience in Wealth Management, SJP experience would be a great advantage for the role.
• Excellent IT and communication skills, are highly organised andcan make decisions
• A flexible and proactive approach to workload and day to day requirements of the business
• Enjoy working within an administrative/processing role and experience of dealing with HNW individuals.
• Well organised and able to think outside the box, and maybe have an interest in working towards achieving Level 4 Diploma in Financial Services
• A Strong team player and likes working as part of a small team.
• Excellent attention to detail
• Good knowledge of all Microsoft Office products i.e. Word, Excel, Outlook and Salesforce CRM
• It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 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.