Practice Administrator Full Time NEW

Practice Administrator

Location – Guildford (GU3)

Salary – Up to £40,000 (DoE)

Are you an enthusiastic Practice Administrator who could fulfil a vital support function within a busy SJP Partner Practice?

The successful candidate will be responsible for providing administrative support as part of the team at a highly respected Appointed Representative of St. James’s Place Plc.

This is a varied, fast-paced and rewarding role requiring great attention to detail, excellent communication skills, and the ability to manage multiple priorities while maintaining exceptional client service standards.

You will work closely with advisers, paraplanners, and administrators to ensure the smooth delivery of all business processes and client servicing requirements.

The ideal candidate will be confident, numerate and professional who enjoys using their initiative and has a ‘can do’ working style.

Practice Administrator – Main Duties & Responsibilities

• Effective management of incoming communication, including post, emails, answering calls and handling queries professionally.
• Overseeing client servicing and ongoing advice processes – ensuring clients are reviewed on schedule and that their advice and servicing needs are met across the year.
• Managing the Advisors’ diaries and booking in client meetings and reviews.
• Maintaining records of meetings and CRM to ensure compliance.
• Assisting the paraplanning team as required.
• Gathering and collating information on behalf of clients, paraplanners and Advisors.
• Providing high – level service to clients; responding to their queries and needs in a timely, professional manner and providing support with any ad hoc issues that arise.

Practice Administrator – Skills and Experience

• Exceptional interpersonal and communication skills, including the ability to ensure effective communication with a wide range of contacts and to deliver the highest level of client service.
• Excellent team working skills with the ability to work collaboratively and co-operatively with colleagues
• Ability to work under pressure, to tight deadlines and a flexible, pro-active approach to work including the ability to prioritise and re-prioritise to achieve successful outcomes
• Ability to apply processes rigorously and meticulously to promote effective and efficient working
• Assertive and confident manner, particularly on the telephone
• Excellent numeracy and literacy skills
• Excellent IT skills including working knowledge of Microsoft Office Word, Excel and Outlook.
• Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times

Desired

• Previous work experience in Administration or Financial Services
• Experience of using Salesforce CRM

St. James’s Place plc (SJP) is a leading, a 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 £220.0bn. 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.