PA / Practice Administrator - Wealth Management

3 weeks ago


England, United Kingdom Burgh Recruitment Full time

PA / Practice Administrator - Wealth Management

Location: Working from Home

Hours: Full Time

Salary: Up to £35,000 depending on experience


Are you an experienced and adaptable PA / Administrator and a self-motivated multi-tasker, who works best when taking responsibility for their own workload?


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 a wide range of clients.


Your role will be to manage all the day-to-day operations of the business, including:

  • Managing appointments and client review meetings, and responding to client emails and managing the CRM system (Salesforce)
  • Preparing for Client Financial Reviews and preparing relevant Illustrations and meeting packs
  • Issuing and following up on Letters of Authority with clients and third parties
  • Submitting and progressing post review actions such as fund switches, withdrawals, changes to contribution portfolios
  • You will be managing and collating key data for reports and reviews
  • Dealing with enquiries on behalf of the Advisor, always focussing on providing excellent levels of service to Clients
  • You will be processing new 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


To be the perfect candidate for this role you will need:

  • Proven work experience as an Administrator within Wealth Management, preferably at a St. James's Place Practice or from an IFA setting
  • 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
  • The adaptability and resourcefulness to work remotely
  • 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 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 £184.4bn.


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.



  • England, United Kingdom Burgh Recruitment Full time €35,000

    PA / Practice Administrator - Wealth Management Location: Working from Home Hours: Full Time Salary: Up to £35,000 depending on experience Are you an experienced and adaptable PA / Administrator and a self-motivated multi-tasker, who works best when taking responsibility for their own workload? You will be working as part of the team at a highly...


  • England,, UK, United Kingdom Burgh Recruitment Full time

    PA / Practice Administrator - Wealth ManagementLocation: Working from Home Hours: Full Time Salary: Up to £35,000 depending on experienceAre you an experienced and adaptable PA / Administrator and a self-motivated multi-tasker, who works best when taking responsibility for their own workload?You will be working as part of the team at a highly respected...


  • England, United Kingdom Succession Wealth Full time

    **Senior Financial Services Administrator - Projects** **Salary of up to £35,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working - blend of home and office working - from any our UK offices** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and...

  • Wealth Manager

    2 weeks ago


    England,, UK, United Kingdom St. James’s Place Full time

    Job Title: Financial AdviserLocation: London / Essex / Suffolk / Kent / Norfolk / CambridgeshireMinimum Requirements: Level 4 Diploma in Financial Planning qualified OR open to working towards it.Financial Advice, a career that allows you to have control over your earnings and time.Are you ready for a new career challenge that offers autonomy, growth, and...

  • Wealth Manager

    2 weeks ago


    Eastern England, United Kingdom St. James’s Place Full time

    Job Title: Financial AdviserLocation: London / Essex / Suffolk / Kent / Norfolk / CambridgeshireMinimum Requirements: Level 4 Diploma in Financial Planning qualified OR open to working towards it.Financial Advice, a career that allows you to have control over your earnings and time.Are you ready for a new career challenge that offers autonomy, growth, and...


  • South West England, United Kingdom PA Group Full time

    Main Responsibilities:We are seeking an experienced Asbestos Surveyor to join our team at PA Group. The successful candidate will be responsible for conducting asbestos management surveys, refurbishment surveys, demolition surveys, and asbestos sampling to commercial properties nationwide.Key Requirements:P402 certificate or equivalent RSPH Level 3...


  • South East England, United Kingdom cer Financial Ltd Full time

    Head of Wealth Management City of London Permanent Salary based on experience cer Financial are working alongside an international bank who are based in the City of London. They are seeking a Head of Wealth Management to work with them on a permanent basis. The responsibilities of a Head of Wealth Management will include: Work with Head of Private...


  • South West England, United Kingdom PA Group Full time

    Main Responsibilities:We are seeking a highly skilled Asbestos Surveyor to join our team at PA Group. The successful candidate will be responsible for conducting asbestos management surveys, refurbishment surveys, demolition surveys, and asbestos sampling to commercial properties nationwide.Person Specification:Applicants must possess the P402 certificate or...

  • Asbestos Consultant

    2 weeks ago


    South West England, United Kingdom PA Group Full time

    Main ResponsibilitiesWe are seeking a highly skilled Asbestos Surveyor to join our team at PA Group.Key Responsibilities:Conduct asbestos management surveys, refurbishment surveys, and demolition surveys to commercial properties nationwide.Perform asbestos sampling and provide accurate results.Person Specification:Hold the P402 certificate or equivalent RSPH...


  • England,, UK, United Kingdom Circle Square Full time

    Our client is a London-based PE firm specialising in institutional private equity, venture capital, and direct investments. There focus is on deep-tech sectors, particularly in artificial intelligence. They are now looking for a Partner, Head of Private Wealth AND Institutional Relations in the UK. Complementing the investment team is a distinguished tech...

  • Practice Manager

    4 weeks ago


    England, Kent, Kent, South East England, United Kingdom Austen Lloyd Limited Full time

    Practice Manager - KentAre you an experienced Practice Manager looking for an exciting new opportunity? We are working with a well-established, highly regarded firm in Kent that is looking to appoint an efficient and proactive Practice Manager to oversee their daily operations. This is a pivotal role, offering the chance to make a real impact within a...

  • Payroll Administrator

    4 weeks ago


    England, United Kingdom Ernest Gordon Recruitment Limited Full time €25,000 - €28,000

    Payroll Specialist (Practice) Flexibility Cumbria (various office locations) £25,000 to £28,000 + Bonus + Holiday + Pension + Flexible hours Are you a payroll specialist whose worked in practice and is looking to join an established business who offer flexibility, a chance to earn a bonus as well as being part of a great team environment? Do you want...

  • JIRA Administrator

    1 month ago


    England, United Kingdom NCC Group Full time

    We are seeking a highly motivated and experienced Jira Administrator to manage and optimize our Jira Service Management, Jira Software, and Confluence environments. Jira Service Management (JSM) Administration: Configure and manage JSM projects (incidents, problems, change requests). Automate processes and monitor performance for optimal operations. ...

  • JIRA Administrator

    1 month ago


    England, United Kingdom NCC Group Full time

    We are seeking a highly motivated and experienced Jira Administrator to manage and optimize our Jira Service Management, Jira Software, and Confluence environments. Jira Service Management (JSM) Administration: Configure and manage JSM projects (incidents, problems, change requests). Automate processes and monitor performance for optimal operations. ...


  • Eastern England, United Kingdom Burgh Recruitment Full time

    We are seeking a highly skilled and experienced Paraplanner to join our successful Partner Practice in the South West. Salary: £45,000 - £60,000 + BonusThis is an excellent opportunity to work with a leading wealth management company, distributing a range of investment and retirement products to high net worth clients.Job Description:As a Paraplanner, you...

  • Legal Counsel

    2 weeks ago


    England, United Kingdom Danos Group Full time

    Senior Legal Counsel, Regulatory Wealth and Asset Management Business Our client is a leading international wealth and asset management business with a focus on innovative solutions that drive efficiency across the wealth management cycle. The company has expanded significantly through acquisitions and organic growth, with operations across multiple...


  • England, United Kingdom IT Works Health LTD Full time

    Job SummaryThe Altera/Allscripts EPR Configuration Analyst will be responsible for configuring, maintaining, and optimizing the Altera (formerly Allscripts) EPR system to support clinical workflows, patient management, and healthcare operations. The ideal candidate will have deep experience with the Altera/Allscripts platform, a strong understanding of...


  • England, United Kingdom IT Works Health LTD Full time

    Job SummaryThe Altera/Allscripts EPR Configuration Analyst will be responsible for configuring, maintaining, and optimizing the Altera (formerly Allscripts) EPR system to support clinical workflows, patient management, and healthcare operations. The ideal candidate will have deep experience with the Altera/Allscripts platform, a strong understanding of...


  • England, United Kingdom IT Works Health LTD Full time

    Job Summary The Altera/Allscripts EPR Configuration Analyst will be responsible for configuring, maintaining, and optimizing the Altera (formerly Allscripts) EPR system to support clinical workflows, patient management, and healthcare operations. The ideal candidate will have deep experience with the Altera/Allscripts platform, a strong understanding of...

  • Legal Counsel

    2 weeks ago


    England, United Kingdom Danos Group Full time

    Senior Legal Counsel, Commercial Contracts Wealth and Asset Management Business Our client is a leading international wealth and asset management business with a focus on innovative solutions that drive efficiency across the wealth management cycle. The company has expanded significantly through acquisitions and organic growth, with operations across...