Senior Administrator

Senior Administrator

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
🖊️ St. James’s Place
📍 London