Wealth Management Practice Administrator

3 months ago

London, United Kingdom St. James's Place Wealth Management Full time

**Senior Administrator or Practice Manager** **Location: London Kingsway Salary: Up to £38k + discretionary bonus depending on experience**

**Working as part of the team at an Appointed Representative of St. James’s Place Wealth Management Plc.**

An excellent opportunity has arisen for a professional Senior Administrator to work in Kingsway, London. You will be part of a fast-paced team managing the work generated by the Partner and offering support as required. This business is well established and highly successful. You will be employed by the Practice.

**The Role - Senior Administrator**
- As a Senior Administrator, you will be managing the operational needs of this busy practice and ensuring the administration and back-office operations are well managed, allowing the Partner to focus on his clients.
- In addition, you will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice.
- You will be a point of contact for clients and third parties dealing with general enquiries.
- You will need to ensure that business obtained, using bespoke software, is processed in a timely way.
- Use of Salesforce and responsible for QoD scores for the Practice
- You will be given full training on office and SJP systems and business processing if necessary.

**The Person - Senior Administrator**
- This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
- You will have been working in Financial Services for several years and have good all-round knowledge which you are looking to expand and develop.
- You have excellent communication skills and are highly organised. You are a self-starter and able to work with little or no supervision. You can make decisions.
- You are good at managing people and helping them as required.
- It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.
- A relevant qualification such as the FPC or progress towards the Level 4 Diploma would be an advantage but is not essential.

St. James’s Place Wealth Management 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 £160bn.

**Job Types**: Full-time, Permanent

Pay: £30,000.00-£38,000.00 per year

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- London, WC2B 6UJ: reliably commute or plan to relocate before starting work (preferred)

Work Location: In person

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