Financial Services Administrator

1 day ago


London, United Kingdom Burgh Recruitment Full time €35,000

Financial Services Administrator - Wealth Management

Location: London - Hybrid 2 / 3 days per week from home

Salary: Up to £35,000 depending on experience

Are you an enthusiastic Practice Administrator eager for your next role? Could you fulfil a vital support function within a busy office?

You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. SJP are a leading, and highly regarded FTSE 250 Wealth Management company which provides bespoke financial advice and a wide range of Investment and Retirement solutions to a High Net Worth client base.

The Role: Financial Services Administrator - Wealth Management

  • Support the day-to-day business operations within the Practice
  • Issue Letters of Authority and follow up with third-party providers
  • Submit various request such as fund switches, withdrawals, changes to contributions and track progress
  • You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
  • You will manage and collate key data for reports and portfolio reviews
  • Dealing with enquiries and correspondence from clients and providers
  • Managing the database of clients and diary management for the Partner and Advisors
  • You will be processing new business and liaising with SJP admin teams
  • There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment

The Person: Financial Services Administrator - Wealth Management

To be considered for this role you will need:

  • Proven work experience as an Administrator within Financial Services or Wealth Management, preferably within a St. James's Place Partner Practice
  • Excellent customer service and the ability to build rapport and manage client relationships
  • Strong attention to detail and be able to problem solve and think on your feet
  • Knowledge and experience of using a CRM, ideally Salesforce
  • Good time management and planning skills
  • Strong working knowledge of Excel, Word, and other Microsoft Office Programs
  • It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 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 £184.4bn. 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.



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