Practice Administrator

5 months ago


London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

**Practice Administrator**

**Location**:Remote Working with flexibility to go into the office in London.

**Salary**:Dependent on experience

**Working Hours**:Full-time (5 days per week)

**Are you an enthusiastic Practice Administrator with SJP experience looking for your next role? Could you fulfil a vital support function within a busy vibrant virtual office?**

You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.

**Role and Responsibilities: Practice Administrator**
- Support the day-to-day business operations with a wide variety of administrative tasks within the Practice
- Issue Letters of Authority and follow up with third-party providers
- Drafting meeting summaries
- Submit various request such as fund switches, withdrawals, changes to contributions and track progress
- Completing calculations such as critical yield calculators and annual allowance calculators (preferred but not essential)
- Managing Client Tracking and contacting Administration for updates
- Keep all relevant systems and client records, including fact finds, up to date
- Assist with client review preparations, both pre and post meeting
- Deal effectively with queries from clients and third parties

**Experience and skills: Practice Administrator**
- Previous St. James’s Place experience
- Excellent verbal and written communication skills
- High IT proficiency
- Strong organisational skills with excellent attention to detail
- Excellent understanding of Salesforce and iBusiness

**The Rewards**:

- Collaborative working environment
- The chance to extend your skills and experience
- Joining a motivated team that works hard to make a success of this Practice.

The company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.

St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 £157bn.
This business is well established and highly successful.


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