Practice Administrator (Wealth Management) - City, London, United Kingdom, EC1A2


We are currently recruiting for a Practice Administrator to join a successful practice of St. James's Place Wealth Management based in Lombard Street, London

Role overview

Working as part of a small team, the Practice Administrator will provide administrative support to the Partner (Financial Adviser / Business Owner), in conjunction with the Practice Manager and Paraplanner, to ensure the smooth running of the day-to-day practice, and to assist the partner in developing and maintaining our client service agreement.

A keen interest or knowledge in financial services administration, in particular of Pensions is highly desirable.

This role would be particularly suited to a long term career Senior Administrator, or an individual wishing to develop their career in Wealth Management within a successful and established company.

Key responsibilities

  • Contacting pension and investment providers to research individuals' plans to ensure the business has all the information required to make a fair and balanced recommendation
  • Maintenance of the CRM (client record management) system and associated processes
  • Processing client fund switches, withdrawals, changes of address or any other amendments
  • Following up business unit it issues and problem solving with the administration centres as and when required.
  • Providing administrative support to the Partner, in particular ensuring she has the necessary meeting pack prepared in a presentable fashion, for every meeting.
  • Ensuring all necessary paperwork is presentable and prepared in advance of client meetings.
  • Liaising with other SJP departments and clients to ensure smooth running of the practice
  • Opening and distributing post
  • Responsibility for marketing materials, their distribution and ensuring clients are receiving e-briefings as requested.
  • Various general administrative tasks - e.g. meeting & greeting, answering incoming calls, assisting with client enquires, scanning and filing, meeting room preparation

Technical requirements

  • Intermediate level of I.T. literacy - Microsoft Office, Word, Excel, Outlook, PowerPoint
  • Previous administrative experience, preferably within a financial services organisation
  • Familiarity with administration of pensions
  • Numerate - able and comfortable working with numbers daily (GCSE Maths C or above, or equivalent)
  • Previous working knowledge of Pensions desirable

Person requirements

  • Naturally proactive in nature with ability to show initiative
  • High level of accuracy and attention to detail
  • Excellent verbal and written communication skills - telephone, email, face to face
  • Fast learner, able to pick up new skills with ease
  • Willingness to 'roll their sleeves up' and do what needs to be done as part of a small team
  • Able to demonstrate resilience
  • Ability to multi-task with ease
  • Numerate - natural ease with numbers in general
  • Seeking an administrative role for a minimum of 2 years

Additional information

  • Salary: £25-30K OTE per annum (depending on experience)
  • Location: Lombard Street, London (near Bank Tube station)
  • Hours of work: Monday to Friday, 37.5 hours a week - 9.00am-5.30pm
  • Pension: Auto-enrolment pension

For further details or to apply, please apply online