Burgh Recruitment
Administrator - Financial Services
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Administrator - Financial Services
Administrator - Financial Services
Location: Colchester, Essex Salary: Up to £30,000 (DOE) Hours: Full or part time considered
About the Role
Are you an enthusiastic, experienced Administrator eager for your next challenge within a vibrant financial services team? Join a prestigious Appointed Representative of St. James’s Place Plc, a trusted provider of financial planning and wealth management advice to individuals, families, and business owners.
The Rewards
- A collaborative working environment
- Opportunity to extend skills and experience
- Membership of a motivated team dedicated to excellence
- A professional and innovative culture, where shared expertise delivers unrivalled client service
Key Responsibilities
As an Administrator – Financial Services, you will support the team and clients by:
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- Handling a wide range of administrative tasks
- Managing and collating data for reports and portfolio reviews
- Processing client inquiries and correspondence
- Maintaining the client database and coordinating diaries for Partners/Advisors
- Supporting new business onboarding and liaising with St. James’s Place (SJP) admin teams
- Preparing client reports and suitability letters (in collaboration with internal teams)
- Training provided with scope for career progression in a fast-paced, outcomes-driven environment
The Person: Qualifications & Expectations
Essential: ✔ Proven experience as an Administrator or in an office support role ✔ Strong customer service skills, with the ability to build trustful relationships ✔ Exceptional attention to detail and problem-solving capability ✔ Proficiency in time management/planning and prioritisation ✔ Full working knowledge of:
- Microsoft Excel and Word
- Core Microsoft Office programs ✔ Confidence in handling sensitive disclosures with total discretion
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Preferable: ✔ Practical experience with SJP systems (Salesforce, ibusiness, etc.)
About St. James’s Place plc (SJP)
A leading FTSE 100 wealth management company, SJP manages over £216.94bn across a diverse client base. This Partner Practice will conduct standardised Financial and Identity checks for suitable candidates.
Next Steps
Application viewings will be managed by Burgh Recruitment.
To apply:
- Visit the Burgh Recruitment application portal
- Tick the Privacy Policy checkbox and select "apply to this job"
- Submit and confirm receipt via Burgh Recruitment email
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