Senior Administrator

Ikrut; Greater London; Hybrid; GBP 36,000 - 44,000; Full time

Job summary

St. James’s Place plc in London is seeking a confident Senior Administrator to join a busy, professional environment. You will provide technical and administrative support to deliver excellent client service and assist with business submissions using bespoke software.

The role requires strong IT and communication skills, high organisation, and the ability to work with discretion. Experience with Salesforce CRM and knowledge of SJP processes is advantageous; hybrid, full-time hours.

Qualifications

• Experience in an SJP Partner Practice.
• Excellent IT and communication skills, highly organised and able to make decisions.
• Experience with the CRM Salesforce and conversant with SJP systems and processes.
• Self-starter able to work with little supervision.
• Must be able to deal with third parties with total discretion.
• Level 4 Diploma advantageous but not essential.

Responsibilities

• Provide technical and administrative support to maintain high-quality client service.
• Manage business submissions using bespoke software.
• Ensure business is processed accurately within agreed timescales.
• Collaborate with the Partner to manage the Client annual review process.

Skills

IT skills

Communication skills

Organised

Decision making

Self-starter

Discretion

Education

Level 4 Diploma

Tools

Salesforce

Bespoke software

Job description

Senior Administrator

Location: London

Hours: Full time, hybrid working

Salary: Up to £40,000 + bonus

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

This is 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.

The Role: Senior Administrator

• You will be providing technical and administrative support and assistance to maintain an excellent level of customer service to clients of the Practice
• You will be responsible for business submission using bespoke software
• You will need to ensure that business is processed accurately and within agreed timescales
• You will work closely with the Partner to manage the Client annual review process
• You will be expected to have previous experience and relevant knowledge to undertake this role, but training can be given in some areas

The Person: 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.

• You will have relevant experience in an SJP Partner Practice
• You have excellent IT and communication skills, are highly organised and can make decisions
• You have used the CRM Salesforce and are conversant with SJP systems and processes
• 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.
• Any relevant qualifications or progress towards the Level 4 Diploma would be an advantage but is not essential.

If this sounds like the right opportunity for you, and you want to take the next step in your career we’d love to hear from you.

The application process is straightforward, and every application is personally reviewed.

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.