St. James's Place Wealth Management jobs

Senior Financial Planning Administrator Location - Wimborne Minster, Dorset (BH21) Salary Up to £35,000, 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. 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. The application process is straightforward, and we personally review every application received. 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 £240.8bn. 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 .

Senior Administrator - Partner Support Specialist Location: Wetherby, West Yorkshire (LS23) Salary: Highly Competitive with excellent benefits and bonus Hours: Full time, Hybrid working An excellent opportunity has arisen for a professional and experienced Senior Administrator to work 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 to the wider admin team as required. The Role: Senior Administrator - Partner Support Specialist You will be providing a high level of administrative support to the Principal Partner whilst maintaining an excellent level of customer service to clients of the Practice including: - • Provide specialist Business Administration support to the Partner Principal and across the wider adviser team, when required - Contribute to the provision of an exceptional client experience - Support colleagues across the team to meet operational needs - Prepare pre-meeting documentation - working closely with the Partner Principal for details of any additional preparation required - checking for accuracy, completion, compliance etc - Client servicing such as appointment making, logging of correspondence to Salesforce and keeping CFRs up to date - Preparing cases for Paraplanners, ensuring collation of all required documentation - New and transfer business submission - Liaising with clients and dealing with client queries The Person: Senior Administrator - Partner Support Specialist 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. - • 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 Partner Support Specialist you are confident in dealing with third parties and can work with total discretion 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 £240.8bn. 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.

Private Client Support Administrator - Financial Services Location: Skipton (BD23) Salary: £32,000 + Benefits Hours: Full Time Working style In Office Are you an enthusiastic experienced Client Support Administrator eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Principal Partner and Appointed Representative of St. James s Place Plc. The practice works with individuals, families, corporates, and business owners to provide high-quality financial planning and wealth management advice. As a Client Support Administrator, you will have knowledge and skills across all disciplines that fall within the scope of the client support team. The Role: Client Support - Financial Services - You will be dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice. You will following the whole client journey from creating meeting packs for annual reviews to submitting business. - Managing and collating key data for reports and portfolio reviews - Dealing with enquiries and correspondence from clients and providers - Managing the database of clients using the CRM system and diary management for the Partner and Advisors - Knowledge of office administration procedures for all core products Pension, Investments and Protection. - Ability to complete a standard Carry Forward Calculation - Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Client Support - Financial Services To be considered for this role you will need: - Proven work experience as an administrator within a Financial Services, IFA, or Wealth Management environment - Experience with SJP systems (Salesforce, ibusiness etc) would be beneficial - Excellent customer service and the ability to build rapport and manage client relationships - Strong attention to detail and be able to problem solve and think on your feet - Good time management and planning skills with the ability to plan your work - You must have a passion for learning and bring a positive energy to the office. - Strong working knowledge of Excel, Word, and other Microsoft Office Programs - It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. 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. The application process is straightforward, and we personally review every application received. 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 £240.8bn. This business is well established and highly successful.This business sits within the top 3% of Practices within SJP with over £500m FUM and 1,200 client households. 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

Business Administrator Location: Edinburgh (EH10) Salary: Up to £30,000 (DoE) + Bonus + Benefits + Excellent career development opportunities Are you an enthusiastic administrator who could offer core support within a busy Financial Services and Wealth Management office? Are you keen to develop your skills and knowledge, and progress professional qualifications towards a career in Paraplanning or Financial Planning? You will be working as part of the team at a highly respected Partner Practice of St. James s Place Plc. The company won a Small Business of the Year award in 2022 and provides bespoke financial advice and services to a broad range of clients, individuals, high net worth individuals, families and businesses. The Role: Business Administrator - You will be part of the practice support team of 5, providing a high level of administrative support while maintaining an excellent level of communication with the team around you - Focusing on liaising with and greeting clients for their appointments, with providers & third parties to gather information, and supporting 4 advisors in preparations and evidencing of meetings. - Using a range of systems and AI tools to deliver work for advisors and clients efficiently. - Full training is available, and opportunity to progress to technical administration, paraplanning and beyond. The Person: Business Administrator To be considered you will need: - Strong attention to detail and be able to problem solve and think on your feet - Excellent customer service and the ability to build rapport and manage client relationships - Good time management and planning skills - Strong working knowledge of Excel, Word, and other Microsoft Office Programs - It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion - Preference for candidates with 1+ years experience in a customer facing role within a Financial Services environment, or a relevant qualification from higher education Rewards: The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients, they are committed to providing a robust career development pathway with training and study support. - Benefits include Private Medical Insurance, Group Death in Service, Company Pension, a generous bonus scheme and a real chance to progress your career. 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 £240.8bn. 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.

Administrative Assistant Location: Stoke Poges, Slough (SL2) Salary: £35,000 a year, working 9am- 5pm, 5 days a week Are you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Appointed Representative of St. James s Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs. The Rewards: - • Collaborative working environment - The chance to extend your skills and experience - Joining a motivated team that works hard to make a success of this Practice. The company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients. The Role: Administrative Assistant - • You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice - You will manage and collate key data for reports and portfolio reviews - Dealing with enquiries and correspondence from clients and providers - Managing the database of clients and diary management for the Partner and Advisors - You will be processing new business and liaising with SJP admin teams - Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Administrative Assistant To be considered for this role you will need: - • Proven work experience as an Administrator or within an office support role. Financial Services experience is desirable. - Excellent customer service and the ability to build rapport and manage client relationships - Strong attention to detail and be able to problem solve and think on your feet - Good time management and planning skills - Strong working knowledge of Excel, Word, and other Microsoft Office Programs - It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. 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. The application process is straightforward, and we personally review every application received. 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 £240.8bn. 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.