11 Oct
Burgh Recruitment Ltd (Financial Services)
City of London
Job description
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.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page.
Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
▶️ Senior Administrator
🖊️ Burgh Recruitment Ltd (Financial Services)
📍 City of London