Senior Administrator

4 weeks ago


London, UK, 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


An excellent opportunity has arisen for a professional and experienced Senior Administrator to work in central London for a highly successful Partner Practice of St. James’s Place Wealth Management plc.


You will be part of a fast-paced team managing the work generated by the Partner and offering support as required.


The Role: Senior Administrator

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 including:

  • 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


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 relevant experience in Wealth Management (SJP experience would be a great advantage for the role) along with an all-round knowledge which you are looking to expand and develop
  • You will have excellent IT and communication skills, are highly organised and can make decisions
  • You have used the CRM Salesforce
  • You are a self-starter and able to work with little or no supervision
  • 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 some progress towards the Level 4 Diploma would be an advantage but is not essential.


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 £181.9bn. 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.


  • Senior Administrator

    2 weeks ago


    London,, UK, United Kingdom Red Personnel Full time

    Senior Administrator - National Charity, Central LondonLocation: Central LondonHybrid WorkingMon – Friday12-month Fixed Term ContractSalary £28K - £30K per annum plus benefitsRole Overview: Wanted a Senior Administrator to join a much respected national charity in central London. In this role you will be providing administrative support to a team of...


  • London, UK, United Kingdom eFinancialCareers Full time

    Seeking a Senior Pensions Administrator, Initial 23 month contract and the position will require 2/3 days per week onsite in London. You will be performing the day-to-day delivery of pensions administration activities for the client and UK- linked pension arrangements. You will provide support to colleagues in the UK, primarily the other Senior Pensions...


  • London,, UK, United Kingdom CBSbutler Full time

    Our client, a professional services firm, has an exciting opening for a Senior Insolvency Administrator to join their growing team in their London city office on a hybrid basis.You will work within the Restructuring & Insolvency team and you will manage your own portfolio of cases, working directly with managers and partners, across the full spectrum of...


  • London,, UK, United Kingdom JJ SEARCH LIMITED Full time

    SALARY: 40-55KThe ClientA prestigious boutique Wealth Management firm servicing Financial Planning needs of HNW clients.The RoleThe Senior Financial Planning Administrator / Practice Manager will play an integral role within thIS prestigious Wealth Management firm, being responsible for all client and team support activities providing administrative support...


  • London,, UK, United Kingdom IPOE Consulting Full time

    Senior Loan Administration - Bilateral & SyndicatedInternational Bank based in the City of London, are looking to bring onboard a Senior Loans Administrator. Permanent position with hybrid working. The incumbent will be responsible for administering the delivery of all functions in respect of syndicated and bilateral loans, providing good operational support...


  • London,, UK, United Kingdom Capio Recruitment Full time

    Senior Technical IFA Administrator | London | Up to £45,000 + Bonus & Company BenefitsAre you an experienced member of a Financial Planning support team looking for a dynamic role supporting one of the top-performing advisers in the business? Do you thrive in fast-paced, high-pressure environments and enjoy the challenge of delivering exceptional service?...


  • London, Warwick Court, UK, United Kingdom myGwork Full time

    This job is with T Rowe Price, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. ​ We are a premier asset manager focused on delivering...

  • Team Administrator

    4 weeks ago


    London,, UK, United Kingdom Val Wade Recruitment Full time

    Team Administrator, Professional Membership Body, Central London, Permanent, £28,000 p/a Our client, an International Membership Organisation, based in Central London is looking for a Team Administrator to join their team and help with the day to day administration and support to the Divisions Department. Hybrid working; in this role you will travel...


  • East London, UK, United Kingdom Canary Wharf Group Full time

    Job Description Summary:Vertus are looking to recruit a Senior Tenancy Administrator to join our Leasing Team. Reporting directly to the Tenancy Manager, you will ensure that residents (tenants) have the best rental experience and consistently deliver the highest levels of customer service, becoming a Vertus brand ambassador.Annual Salary: Circa...

  • HR Administrator

    3 weeks ago


    London, UK, United Kingdom MCKINLAY LAW Full time

    Job Title: HR Administrator Salary: £45,000 + Exceptional Benefits Location: Central London Hybrid: 3 Office / 2 Home Leading US law firm are looking for an HR administrative assistant to provide a wide range of administrative and office support to the HR and managerial team in London, reporting directly to the Director of Administration. This is a...

  • Administrator

    3 weeks ago


    London,, UK, United Kingdom Tate Recruitment Full time

    AdministratorLondonUp to 37K depending on experience5 days a week in the office.My client in the property/construction industry is recruiting for Administrator who will be an integral part of their London building surveying team.The successful candidate will need a positive, ‘can-do’ attitude and enthusiastic to take pride inthis key support position....


  • London,, UK, United Kingdom Hypervolt Full time

    Executive Administrative AssistantAs an Executive Administrative Assistant in Hypervolt's Commercial Team, you will be tasked with a variety of administrative duties that require confidentiality, initiative, and sound decision-making. Your responsibilities will include providing high-level administrative support for the management and sales team, as well...


  • London, UK, UK, United Kingdom Day Cooper Day Full time

    We are a fast-growing, Shoreditch based firm established in early 2013. We provide pension administration services for a wide range of business owners and directors.The role:This diverse, challenging role is a great opportunity for an experienced SSAS administrator who is driven and enthusiastic to progress in the sector.It will require a numerate and...


  • London,, UK, United Kingdom Premier Work Support Full time

    An excellent opportunity has a arisen to work within a forward thinking Service Provider.The ideal candidate will have the skills and ability to organise and supervise all administrative duties including managing both the team and the office logisticsReporting to the Office Manager your duties will include:HiringTrainingEvaluatingOrganising systems and...


  • London,, UK, United Kingdom MLC Partners Full time

    MLC Partners are proud to be working with a prestigious London based University to recruit an Interim Senior Programme Officer. This is a senior administration role, sitting in the wider senior team within the department. It will require candidates to have 2-years’ experience within a similar role within Higher Education. Main responsibilities of the role...


  • London,, UK, United Kingdom Membership Bespoke Full time

    Membership AdministratorTrade Association Hybrid - 1 to 2 Days Central London Office, 3 to 4 Days HomeBasic Salary Up to £33,000 dependant on experience plus benefits 28 days holiday plus Bank Holiday, 10% of salary contributed towards pension fund, Employee Assistance Programme Package.Permanent, Full TimeOur client a highly established and reputable trade...


  • London,, UK, United Kingdom Fidarsi Full time

    Fidarsi are partnering with an established Investment Manager who are looking to recruit a HR Administrator to start immediately, temp to perm. Please only apply if you can start immediately. This is an opportunity to support the HR by taking responsibility of the administrative tasks. Tasks will include recruitment, onboarding, employee records management,...


  • London,, UK, United Kingdom Civitas Recruitment Ltd Full time

    Role: Senior Facilities and Estates Administrator (Estates Compliance Lead) – Youth Charity Salary: £31,533Type: Full time , perm, office based in BarbicanCivitas Recruitment are delighted to be working with a fantastic independent charity who work across some of London’s most deprived boroughs. The charity accommodates over 400 young people who are...


  • London,, UK, United Kingdom Europe Arab Bank Full time

    Job Purpose: A contract role combining loans administration and MRPA (master risk participation agreements) processing activities as well as process design/enhancements, process flow maps preparation along with training delivery to other staff.Processing activities:To support Corporate Banking and Private Banking (CIB/PB) loans processing, for all bilateral...

  • Team Administrator

    1 month ago


    London,, UK, United Kingdom Praxis Real Estate Management Full time

    Are you a highly organised, detail-oriented individual with excellent communication skills?We’re looking for a proactive Team Administrator to join our dynamic and professional team. In this role, you’ll support the Office Manager and senior management, confidently handling a significant administrative workload. We’re seeking someone who can ask the...