St. James's Place Wealth Management
Broughton, Yorkshire
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
Jul 30, 2026
Full time
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
St. James's Place Wealth Management
Northfleet, Kent
Senior Administrator Location: Gravesend, Kent Salary: Highly Competitive with excellent benefits and bonus Hours: Full time, office based 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. Reporting to the Business and Operations Manager you will be part of a fast-paced team managing the work generated by the Advisors and supporting the Admin team as required. Overview of the role of Senior Administrator You will be providing a high level of administrative support and an excellent level of customer service to clients of the Practice including: Supporting the Practice s ongoing expansion plans and administrative goals A pro-active and structured approach to supporting the Practice s client servicing and administration needs Identifying opportunities to improve the client service level for the Practice as a whole, and suggesting new ideas to help improve the service the Practice provides to the client Adhering to service level standards for the Practice Checking client files prior to meetings to assess current holdings and any opportunities, ahead of the meeting. Preparing critical yield calculations and other technical calculations to assess viability of cases or client situations. EBS processing and creating Advice sets, uploading documentation ready for submission. 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. Preparing straight forward Suitability Reports and New Business Reports and issuing to Clients Client servicing such as appointment making, Salesforce administration and keeping CFRs up to date Skills, attributes and experience needed for the Senior Administrator 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. Excellent IT and communication skills, are highly organised and can make decisions A flexible and proactive approach to workload and day to day requirements of the business Enjoy working within an administrative/processing role and experience of dealing with HNW individuals. Well organised and able to think outside the box, and maybe have an interest in working towards achieving Level 4 Diploma in Financial Services A Strong team player and likes working as part of a small team. Excellent attention to detail Good knowledge of all Microsoft Office products i.e. Word, Excel, Outlook and Salesforce CRM It is essential that as a Senior Administrator you are confident in dealing with 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 as they come in. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 250 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.
Jul 30, 2026
Full time
Senior Administrator Location: Gravesend, Kent Salary: Highly Competitive with excellent benefits and bonus Hours: Full time, office based 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. Reporting to the Business and Operations Manager you will be part of a fast-paced team managing the work generated by the Advisors and supporting the Admin team as required. Overview of the role of Senior Administrator You will be providing a high level of administrative support and an excellent level of customer service to clients of the Practice including: Supporting the Practice s ongoing expansion plans and administrative goals A pro-active and structured approach to supporting the Practice s client servicing and administration needs Identifying opportunities to improve the client service level for the Practice as a whole, and suggesting new ideas to help improve the service the Practice provides to the client Adhering to service level standards for the Practice Checking client files prior to meetings to assess current holdings and any opportunities, ahead of the meeting. Preparing critical yield calculations and other technical calculations to assess viability of cases or client situations. EBS processing and creating Advice sets, uploading documentation ready for submission. 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. Preparing straight forward Suitability Reports and New Business Reports and issuing to Clients Client servicing such as appointment making, Salesforce administration and keeping CFRs up to date Skills, attributes and experience needed for the Senior Administrator 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. Excellent IT and communication skills, are highly organised and can make decisions A flexible and proactive approach to workload and day to day requirements of the business Enjoy working within an administrative/processing role and experience of dealing with HNW individuals. Well organised and able to think outside the box, and maybe have an interest in working towards achieving Level 4 Diploma in Financial Services A Strong team player and likes working as part of a small team. Excellent attention to detail Good knowledge of all Microsoft Office products i.e. Word, Excel, Outlook and Salesforce CRM It is essential that as a Senior Administrator you are confident in dealing with 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 as they come in. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 250 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.
St. James's Place Wealth Management
Bramham, Yorkshire
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.
Jul 30, 2026
Full time
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.
Senior Client Support Administrator Financial Services Location - Leeds (LS1) Salary - £35,000 + Benefits Working Pattern In Office An excellent opportunity has arisen for a professional Senior Client Support Administrator adept at supporting all areas of the Practice. You will be part of a fast-paced team managing the work generated by the Advisers and offering support as required. This business is well established and highly successful. The Role: Senior Client Support Administrator You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with general enquiries You will have experience with business submission using bespoke software You will have technical knowledge with cases such as Death Claims, Trusts, Multi Trust planning, Investment Bonds, VCT / EIS s, SIPP / SSAS. You will need to ensure that business is processed accurately and within agreed timescales You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework The Person: Senior Client Support Administrator 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. You will have been working in a Financial Services, Wealth Management, or IFA environment for several years and have good all-round knowledge which you are looking to expand and develop You have excellent IT and communication skills, are highly organised and can make decisions Ideally, you have used the CRM Salesforce, iBusiness & Docusign You are a self-starter and able to work with little or no supervision You will take responsibility for coaching and / or mentoring newer members of the team and be an advocate of change. It is essential that as a Senior Administrator you are confident in dealing with 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 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.
Jul 29, 2026
Full time
Senior Client Support Administrator Financial Services Location - Leeds (LS1) Salary - £35,000 + Benefits Working Pattern In Office An excellent opportunity has arisen for a professional Senior Client Support Administrator adept at supporting all areas of the Practice. You will be part of a fast-paced team managing the work generated by the Advisers and offering support as required. This business is well established and highly successful. The Role: Senior Client Support Administrator You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with general enquiries You will have experience with business submission using bespoke software You will have technical knowledge with cases such as Death Claims, Trusts, Multi Trust planning, Investment Bonds, VCT / EIS s, SIPP / SSAS. You will need to ensure that business is processed accurately and within agreed timescales You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework The Person: Senior Client Support Administrator 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. You will have been working in a Financial Services, Wealth Management, or IFA environment for several years and have good all-round knowledge which you are looking to expand and develop You have excellent IT and communication skills, are highly organised and can make decisions Ideally, you have used the CRM Salesforce, iBusiness & Docusign You are a self-starter and able to work with little or no supervision You will take responsibility for coaching and / or mentoring newer members of the team and be an advocate of change. It is essential that as a Senior Administrator you are confident in dealing with 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 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.
St. James's Place Wealth Management
Stoke Poges, Buckinghamshire
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.
Jul 29, 2026
Full time
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.
St. James's Place Wealth Management
City, Edinburgh
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.
Jul 23, 2026
Full time
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.
Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner /Financial Planning Analyst requirements You should be Diploma qualified and experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) 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 £190.2bn. 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. If you would like further information on this role prior to applying, please contact us for an initial informal conversation. 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.
Oct 07, 2025
Full time
Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner /Financial Planning Analyst requirements You should be Diploma qualified and experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) 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 £190.2bn. 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. If you would like further information on this role prior to applying, please contact us for an initial informal conversation. 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.
