St. James's Place Wealth Management

Administrator Location: Risby, Bury St Edmunds Hours: Full time (part time considered) Salary: competitive + benefits Are you an enthusiastic and experienced Administrator looking for an interesting and varied role? Could you fulfil a vital support function within a busy office? This is an excellent opportunity to join a highly respected St. James s Place Partner Practice, who provide bespoke financial advice and services to a broad range of private clients, individuals, families and businesses. You ll become an important part of a friendly, collaborative team where everyone works together to deliver an exceptional level of service. This is a varied role in a fast-paced environment where no two days are the same. The Role: Administrator You will be the Go To' person for clients and third parties dealing with general enquiries, along with varied and interesting responsibilities including; Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice Submitting new business using bespoke software Sending out correspondence and requests for information Managing the database of clients and diary management for the Advisors Preparing and collating key information for clients' annual reviews Managing the CRM Database (Salesforce) and keeping all client details up to date Liaising with SJP admin teams to ensure all processes are compliant and completed within agreed timescales Training can be provided and there is scope within this role to progress and as you develop your knowledge within this exciting and fast paced environment. The Person: Administrator We re looking for an enthusiastic and capable Administrator who takes pride in providing excellent support and going the extra mile for colleagues and clients. Ideally, you will have: Previous experience in an administrative or office-support role within Financial Services, ideally within an SJP or IFA Practice Excellent customer service skills and the ability to build strong, professional client relationships Excellent attention to detail, with the ability to identify issues, solve problems and think on your feet Strong organisation, time-management and planning skills Good working knowledge of Microsoft Word, Excel and other Microsoft Office applications Confidence communicating with colleagues, clients and third parties The ability to handle confidential information with complete discretion A proactive, positive approach and the willingness to learn and develop The Rewards: A 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. If this sounds like the right opportunity for you, we d love to hear from you. You don t need to meet every single requirement to apply. What matters most is your confidence, enthusiasm, attention to detail and willingness to take the next step in your career. The application process is straightforward, and every application is personally reviewed. 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.

Personal Assistant Location: Sevenoaks, TN15 Salary: Up to £36,000 per annum plus benefits and discretionary bonus Hours: Full time - Office based. An excellent opportunity has arisen for a professional PA to join the growing team at a Partner Practice of St. James s Place (SJP). This role will support the Practice Principle and allocated Financial Planners in all aspects of client and business operations. The Role: Personal Assistant You will be working with the Financial Planners and the Practice Manager with a range of responsibilities including: Ensuring end-to-end business and client processes are adhered to and tracked efficiently in line with the practice, SJP and regulatory standards Liaison with clients and third parties in relation to the practice activities with the highest standards of customer service Acting as one of the first points of contact for client administrative queries Utilising all systems and processes effectively with high levels of attention to detail Keeping Salesforce up-to-date and maintained accurately Liaison with the Practice Manager for day-to-day guidance, trouble shooting and resolving client issues Working as a team with the other PA's, providing cover for the Practice Manager and guidance to Practice Administrators, as needed Completion of all required training for compliance and personal development You will have an initial period of training to learn the practice processes and skills which will provide you with a solid foundation for a career within a Financial Services Practice and you will have the opportunity to progress within the SJP Accreditation and Development framework. The Person: Personal Assistant This is an interesting and challenging role that would suit a confident, numerate, highly organised, and professional individual who enjoys using their initiative and who has a can do working style. You are reliable with proven relevant Personal Assistant experience You have exceptional communication skills - both verbal and written Excellent organisation skills with attention to detail Experience of Microsoft Office (Outlook, Word, Excel) & Client Management systems Keeps calm under pressure with strong problem-solving skills You are a self-starter and able to work with little supervision You are confident in dealing with third parties and can work with total discretion It would be useful, but not essential , to have worked in a Financial Services or professional service environment or have a financial background. 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. The practice is well established and highly successfully Partner Practice of SJP. 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. All candidates must currently have the right to work in the UK. 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.