SJP Client Administrator

Anthony Alexandra; Greater London; On-site; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Salary £30,000 - £35,000

Discretionary annual bonus

25 days’ annual leave

Additional time off over Christmas

RO Level 4 Diploma study support

Structured career progression

Job summary

Anthony Alexandra’s practice in Greater London is seeking a diligent financial services administrator to join the team. You will support Financial Advisers with high-quality client service, process new business applications, and coordinate client reviews from start to finish.

The role requires at least 12 months in a financial services admin role, experience with Salesforce or iBusiness, and a strong eye for detail and organisation.

Qualifications

• Previous experience in a St. James’s Place practice is essential.
• Minimum 12 months’ experience in a financial services administration role.
• Experience using Salesforce and/or iBusiness.
• Excellent organisational skills and strong attention to detail.
• Ability to prioritise a varied workload in a busy environment.
• Excellent communication and client service skills.

Responsibilities

• Provide high-quality client services and administrative support to Financial Advisers.
• Coordinate client review meetings from preparation through to completion.
• Process new business applications and ongoing servicing requests.
• Maintain accurate client records, including CFR updates.
• Liaise with clients, providers and advisers to ensure efficient case progression.
• Support and share knowledge with less experienced team members.
• Help maintain efficient internal processes and service standards.

Skills

Organisational skills

Attention to detail

Communication

Client service

Prioritisation

Financial services admin

Education

RO qualifications (Level 4 Diploma)

Tools

Salesforce

iBusiness

Job description

The Role

Working closely with Financial Advisers and the wider administration team, you’ll play a key role in delivering an exceptional client experience while ensuring the smooth day-to-day running of the practice.

• Providing high-quality client services and administrative support to Financial Advisers.


• Coordinating client review meetings from preparation through to completion.


• Processing new business applications and ongoing servicing requests.


• Maintaining accurate client records, including CFR updates.


• Liaising with clients, providers and advisers to ensure efficient case progression.


• Supporting and sharing knowledge with less experienced members of the team.


• Helping to maintain efficient internal processes and service standards.

About You

To be successful in this role, you’ll have:

• Previous experience working within a St. James’s Place practice (essential).


• A minimum of 12 months’ experience in a financial services administration role.


• Experience using Salesforce and/or iBusiness.


• Excellent organisational skills and strong attention to detail.


• The ability to prioritise a varied workload in a busy environment.


• Excellent communication and client service skills.


• RO qualifications are not essential, as full study support will be provided.

What’s on Offer?

• £30,000 - £35,000 basic salary.


• Discretionary annual bonus.


• 25 days’ annual leave plus bank holidays.


• Additional time off over the Christmas period.


• Full study support towards Level 4 Diploma (RO qualifications).


• Clear, structured career progression.


• A supportive, friendly and growing practice with excellent long-term opportunities.

If you’re looking for your next step within St. James’s Place and want to join a business that genuinely invests in its people, we’d love to hear from you