Senior Administrator — Wealth Management Support

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

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.