Senior Administrator - Financial Services

TN United Kingdom; London; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An outstanding opportunity awaits as a Senior Administrator at a leading Wealth Management company. This role involves overseeing business functions, ensuring efficient operations, and providing exceptional client service. You will be the key point of contact for clients and third parties, managing the end-to-end business process while coordinating with paraplanners and administrative staff. If you have a background in financial services and a passion for client relations, this is the perfect chance to elevate your career within a highly successful practice. Join a dynamic team dedicated to delivering top-notch financial solutions to high net worth clients.

Qualifications

• Experience as a Senior Administrator in a financial services environment.
• Strong understanding of financial products and client service.

Responsibilities

• Oversee business functions including advisory and administration.
• Coordinate communication with clients and third-party providers.

Skills

Client Service

Financial Planning

Salesforce

Communication Skills

Problem Solving

Education

Experience in SJP Practice

Understanding of Investments and Pensions

Tools

Salesforce

Job description

Social network you want to login/join with:

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Client:

Burgh Recruitment Ltd (Financial Services)

Location:

London, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

c426d58ca7d8

Job Views:

3

Posted:

08.05.2025

Expiry Date:

22.06.2025

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Job Description:

Location: London / Hybrid

Working as part of the team at an Appointed Representative of St. James’s Place Plc.

An outstanding new opportunity has arisen for a Senior Administrator within a highly successful SJP Partner Practice.

The Role: Senior Administrator

• Reporting to the Senior Partner, you will oversee all business functions including advisory, business development, paraplanning, and administration, ensuring they are aligned with Practice objectives.
• You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office.
• You will oversee the end-to-end business process, ensuring this is managed and tracked efficiently in line with Practice and regulatory standards.
• You will coordinate with paraplanners and administrative staff, assigning tasks to ensure all cases are actioned within specific timeframes.
• You will coordinate communication with clients and third-party providers and deliver regular updates to the Partner.
• You will also be responsible for diary management and client liaison for the Partner.

The Person: Senior Administrator

• Providing outstanding client service will be of utmost importance, ensuring the seamless process from initial enquiry to advice completion.
• You may be an SJP experienced Senior Administrator seeking to develop your wealth management experience, or a Practice Manager looking for a new challenge.
• You will have experience working within an SJP Practice.
• You will have an understanding of Investments, Pensions, and other financial planning products.
• You enjoy working as part of a team, with a 'hands-on' approach to ensure smooth and efficient business operations.
• You have a good understanding of how to add value to the business and experience in managing and developing others.
• You are fully conversant with Salesforce.
• You are a confident professional with excellent communication skills, the ability to motivate others, and possess common sense, influencing skills, and enjoy problem-solving.

St. James’s Place plc (SJP) is a leading, highly regarded FTSE 100 Wealth Management company distributing Investment and Retirement products and financial solutions to high net worth clients. Funds under management exceed £188.6bn. 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 offered a role within this Practice.

When applying for this role, you will be directed to Burgh Recruitment's application site. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' button at the bottom of the application page. Once your application is complete, you will receive a confirmation email from Burgh Recruitment.