Practice Administrator

3 weeks ago

London, Greater London, United Kingdom Burgh Recruitment Full time

Practice Administrator

Location: London / Hybrid

Salary: Up to £35,000 (DoE)

An excellent opportunity has arisen for a professional Practice Administrator to work in London based Partner Practice of St. James's Place plc.

You will be part of a fast-paced team managing the work generated by the Partner and Advisors and offering support as required. This business is well established and highly successful with a diverse Client base, including professional families, business owners, and private clients.

The Role: Practice Administrator

The key responsibilities of this role include: -

  • 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
  • Undertake a wide variety of administrative tasks supporting your colleagues and clients of the Practice
  • Manage and collate key data for reports and portfolio reviews
  • Deal with enquiries and correspondence from clients and providers
  • Manage the database of clients and diary management for the Partner and Advisors
  • You will be processing new and replacement 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: Practice Administrator

To be considered for this role you will need:

  • Proven work experience as an Administrator within Wealth Management, preferably St. James's Place
  • 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
  • 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 100 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 £190.2bn. 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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