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Senior Administrator

1 month ago

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

Senior Administrator

Location: Central London / Hybrid

Salary: Up to £45,000 + excellent benefits and bonus

Hours: Full time

We are seeking a skilled and experienced Senior Administrator to join our dynamic team at St. James's Place plc. As a leading Wealth Management company, we distribute a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

The successful candidate will be responsible for providing high-level technical and administrative support to our clients, while maintaining an excellent level of customer service. Key responsibilities include:

  • Managing the Pipeline of Business for the Partner
  • New and transfer business submissions using bespoke software
  • Preparation of ongoing advice reports and ISA suitability reports
  • Creation of individualised Client reports including analysis of investment performance
  • Completion of critical yield calculations
  • Completion of annual allowance / carry forward calculations
  • Using FE Analytics to compare fund performance
  • Client servicing; appointment making, logging of correspondence to Salesforce and keeping CFRs up to date
  • Preparing cases for Paraplanners ensuring collation of all required documentation
  • Tracking cases and monitoring payments & credits
  • Preparing Trust documentation

We are looking for a confident, numerate, and professional individual who enjoys using their initiative and has a 'can do' working style. Relevant experience in Wealth Management, particularly with St. James's Place, is highly advantageous, but not essential. Excellent IT and communication skills are a must, as is the ability to work with discretion and make decisions.

About St. James's Place

St. James's Place plc is a leading, highly regarded FTSE 250 Wealth Management company with funds under management in excess of £181.9bn. We are a well-established and highly successful business, dedicated to providing exceptional service to our clients.

What We Offer

We offer a competitive salary, excellent benefits, and bonus opportunities, as well as a dynamic and supportive work environment. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.