Burgh Recruitment
Senior Financial Planning Administrator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Senior Financial Planning Administrator
Location - Wimborne Minster, Dorset (BH21)
Salary – Up to £30,000, depending on experience
Hours - Full or Part-time / In office - (Part-time candidates - minimum requirement would be 3 full days per week, with Thurs & Fri within the working days)
An exciting new opportunity has arisen for a Senior Financial Planning Administrator to join a family-run practice who are an Appointed Representative of St. James’s Place Wealth Management Plc.
The Practice delivers a highly tactile relationship with its clients and needs someone who can work within a small team to help enhance our proposition experience even further. Someone who can evidence ‘extra mile’ client experience will be essential.
Being a family business, we pride ourselves on treating & respecting our clients as if they were part of the family.
The Role - Senior Financial Planning Administrator
You will provide efficient administrative support within our practice, in respect of business operations and the servicing of clients. You will produce relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations and valuations, as well as processing new business documentation in accordance with the agreed service and quality standards. You will be required to handle queries from Advisers and clients and take the appropriate action to ensure queries are dealt with in a timely and effective manner.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The Person - Senior Financial Planning Administrator
You will be able to demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You must be able to show initiative, support other office staff and be a strong communicator.
As you will have contact with clients, it is essential that you are professional and confident in dealing with clients and third parties, have excellent communication skills and can work with total discretion.
Minimum Requirements
- Financial planning practice experience / SJP experience preferred.
- Knowledge of CRM systems, such as Salesforce.
If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
The application process is straightforward, and we personally review every application received.
About the Company
St. James’s Place plc (SJP) is a leading, highly regarded FTSE 100 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 £240.8bn. This business is well established and highly successful.
Important Notes
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills