Social network you want to login/join with:
Client:
Burgh Recruitment Ltd (Financial Services)
Location:
London, United Kingdom
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
5f1e3ee1aa1e
Job Views:
4
Posted:
21.03.2025
Job Description:
Location: London
Hours: Full Time (4 In Office / 1 WFH)
Salary: Up to £35,000 + benefits and bonus
Working as part of the team at an Appointed Representative of St. James’s Place Plc.
An excellent opportunity has arisen for a professional and proactive Administrator with financial services or wealth management experience. You will be part of a fast-paced team managing the workload and offering support as required. This business is well established and highly successful.
The Role: Practice Administrator
* Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice.
* Acting as a point of contact for clients and third parties dealing with both general and technical enquiries.
* Preparing for Client Financial Reviews, collating key data, preparing relevant Illustrations, projections and valuations, including any compliance documentation.
* Submitting and progressing post-review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios.
* Tracking the Business Pipeline, providing regular updates to both Clients and Advisers, ensuring seamless communication and transparency at all times.
The Person: Practice Administrator
This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and has a ‘can do’ working style.
* Experience working in Financial Services, ideally with a St. James's Place Practice or an IFA for several years and a good all-round knowledge which you are looking to expand and develop.
* Excellent IT and communication skills, highly organised, and able to make decisions.
* Ideally, experience using the CRM Salesforce.
* A self-starter and able to work with little or no supervision.
* Confident in dealing with third parties and able to work with total discretion.
St. James’s Place plc (SJP) is a leading, 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 £190.2bn. This business is well established and highly successful.
Note: This Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
#J-18808-Ljbffr