St. James's Place Wealth Management

Technical Administrator Location: Cheltenham (GL50) Salary: Highly Competitive + Bonus Hours: Full time, office based ( Hybrid working pattern available) An excellent opportunity has arisen for a professional Technical Administrator to join this friendly and proactive St. James s Place Partner Practice, who specialise in meeting the financial needs of Professionals and Business Owners. You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise. You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path. The Role: Technical Administrator The role offers variety and challenge, including but not limited to: You will be the Go To' person for Advisers, their clients and third parties dealing with general enquiries, and chasing providers for information Providing a high level of administrative support while maintaining an excellent level of customer service Sending out correspondence and requesting detailed information for replacement business Carrying out fund switches and financial calculations for clients using specific systems and processes Collaborating with colleagues and Advisers to a professional and positive way You will need to ensure that business obtained is being processed in a timely way You will be setting up the clients' annual reviews and be able to produce the review letters You will be responsible for managing Salesforce and keeping all client details up to date The Person: Technical Administrator This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a can do working style You have been working in Financial Services for several years, possibly for a St. James's Place Partner Practice 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 will have used the Salesforce or similar CRM or workflow system You are a self-starter and able to work with little or no supervision Most importantly, you are confident in dealing with clients and third parties with total discretion You will have attained relevant professional qualifications, such as R01 You will ideally have previous experience but training in some of these areas can be provided 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.

Financial Services Administrator Location: Newton-le-Willows, WA12 Hours: Monday to Friday 9.30am to 4.30pm Salary: Up to £30,000 (DoE) We are looking for a friendly, organised Financial Services Administrator to provide support in the delivery of all aspects of client relationship and administration within a highly successful SJP Partner Practice. This is a varied role where you will be joining a team that manage a varied caseload, prepare accurate and compliant documentation, and help keep everything running smoothly behind the scenes. If you enjoy detail, organisation, and working as part of a supportive team in Financial Services, this could be a great fit. The Role: Financial Services Administrator Preparing meeting notes, Ongoing Advice letters, and client documentation Supporting advisers with projections, calculations, and general admin Processing new business and replacement or transfer cases within pensions and investments Liaising with clients by phone and email, keeping records up to date Tracking pipeline activity and helping the team meet service levels Checking the progress of advice cases such as fund switches, drawdown and decumulation reviews with the relevant departments To be suitable for this role you will need: A positive and professional attitude Experience of working in Financial Services, ideally with a St. James's Place Practice or an IFA for several years and have good all-round knowledge which you are looking to expand and develop Excellent customer service skills 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. What you will get: A supportive and collaborative team environment Training, development, and opportunities to progress A role where your work genuinely supports clients and advisers If this role sounds like a good fit for you, we would 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 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.

Paraplanner (Part-time or Full time) Location - Alderley Edge, Cheshire (SK9) Salary - FTE £37.5k + Bonus + 10% matched pension contribution and Private Medical Insurance We are an SJP Senior Partner Practice based in Alderley Edge, Cheshire. We are seeking to appoint an experienced Paraplanner to work alongside our existing paraplanner, helping build our client service team for the continued growth of the practice. Our business has been established for 15 years within SJP. Our mission is in 'Improving the Lives' of all those associated with our practice, be that our existing clients or our staff. Our office has a family feel and a superb location on the edge of Alderley Edge village, next to the train station. We pride ourselves on the quality of our advice and the level of customer service provided to our clients. You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prospective clients. Undertaking detailed research and analysis of a wide variety of financial planning solutions. Plus, producing compliant financial planning reports for our Financial Advisor/Partner to present to clients. As part of our paraplanning team, you will be a go-to individual for technical queries and the preparation of recommendations for clients. Your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative recommendations and liaising with the Client Service team to ensure business is accurately processed and systems are correctly updated. There may be opportunities to attend or even host client facing meetings from time to time. You will demonstrate a high attention to detail and in depth understanding of the client needs. You will strive to produce well thought out and meaningful advice to our clients and work closely with our client facing Partner/ adviser to achieve excellent recommendations. Paraplanner Requirements You should be an experienced Paraplanner with great report writing and analytical skills You should be a fully qualified Paraplanner with a Level 4 Diploma and have previous experience in performing this role, ideally within another St. James's Place Partner Practice You will have experience of a broad range of retirement planning and investment products, as well as financial protection recommendations Team fit is important to us, and we have a positive approach to work/life balance, so we are looking for like-minded individuals We are seeking someone to be present with us at our office location, offering home working as a flexibility when required only. We would consider applicants on either a full-time or part-time basis, everyone in our office has childcare needs and we can be flexible to this if required. We also have an office dog who provides us with added motivation and is always on the look-out for new best friends (in exchange for treats). 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.

Technical Administrator / Financial Report Writer Location - Newton le Willows, WA12 (In Office) Salary - Up to £30,000 pa Hours - Monday-Friday 9.30am - 4.30pm This is an excellent opportunity for a professional and experienced Technical Administrator to work within a highly successful Partner Practice of St. James s Place Plc. You will be based in Newton le Willows, producing and writing reports in respect of the ongoing service provided by the Financial Advisers within the Practice. This Partner Practice is well established and highly successful. The Role: Technical Administrator / Financial Report Writer As a Technical Administrator you will be working for several busy Wealth Managers (Financial Advisers) and your role will include: Preparing and checking Client Financial Reviews Collating client information Preparing illustrations Preparing ongoing advice reports Managing cases to completion Working with internal processing systems, you will be given full training on the relevant IT systems Ensuring that the business obtained is being processed compliantly and within specific timescales Liaising with third parties on a daily basis You will have the opportunity to progress within the SJP Accreditation framework You will have the opportunity for career progression over time to undertake paraplanning responsibilities if this is in line with your aspirations. The Person: Technical Administrator / Financial Report Writer This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who is highly organised, enjoys using their initiative and has a can do working style. It is essential that you are a self-starter and happy working with little or no supervision Ideally, you have been working for an IFA or in a Wealth Management environment for a number of years, and you have good demonstrable financial services knowledge and experience Ideally you have used the CRM, Salesforce You will need to have experience of the administration of IHT, Pension and Investment products, ideally with a good knowledge of Trust roles and Trust Deed wording You will have contact with clients, and it is essential that 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 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.

Senior Administrator Location - Barnt Green, West Midlands (B45) Hours - Full-time Salary - Highly Competitive + Pension, Study support, and flexible in office working options. Are you an enthusiastic Senior Administrator eager for your next role with a vision to meaningfully contribute to a growing business? Could you fulfil a vital support function within this busy office? Working full time as part of the team at an Appointed Representative of St. James's Place Plc this is an outstanding new opportunity within a highly successful SJP Partner Practice. We pride ourselves in providing an exceptional service to our clients & have strong personal links to the area, whilst enjoying all the benefits of being part of a St James Place Partner Practice. We are at the beginning of an extremely important phase of the progression of the business, as we invest in our future through the growth of our people. This role represents an exciting opportunity for the right person to join our close-knit team to become part of the upward trajectory of the business. The Role - Senior Administrator The role of the Senior Administrator is to provide support to the Practice in the delivery of all aspects of the client relationship and administration. As a key member of the team, you ll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment. Mentorship will be provided to help you achieve your professional goals. Key Tasks and Responsibilities - Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice You will be the Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information Setting up the clients' annual reviews and be able to produce review letters as well as use AI based software to improve the process Submitting new business and fund transfers using bespoke software Sending out correspondence and requesting detailed information for Pension Transfer cases Carrying out fund switches and financial calculations for clients using specific systems and processes You will need to ensure that business obtained is being processed in a timely way You will be responsible for managing Salesforce and keeping all client details up to date Ensuring smooth and organised workflows in the office The Person - Senior Administrator This is an interesting and challenging role that would suit a positive and professional self-starter who enjoys using their initiative, is collaborative and has a can do working style You have experience in working a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop Part-qualified in a relevant Level 4 Diploma would be advantageous You have excellent IT and communication skills, are highly organised and can make decisions Ideally you will have used the Salesforce CRM system, and have experience of other administrative support systems Most importantly, you are confident in dealing with clients and third parties with total discretion Training in some of these areas can be provided if you are looking to develop new skills or further your existing skills 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.

Financial Services Administrator Hours Full Time, 9am-5pm Monday-Friday Location Summertown, North Oxford Salary Highly Competitive + benefits (DoE) The role of Financial Services Administrator is to provide support in the delivery of all aspects of client relationship and administration within a highly successful SJP Partner Practice. As a key member of the team, you ll work closely with colleagues to deliver high-quality technical support to the Advisors providing compliant advice to all Clients. This is a fantastic opportunity to develop your career within a supportive environment. Key Duties and Responsibilities - Preparing all documentation ahead of client review meetings, to ensure the advisers are fully prepared for the meeting and highlighting any outstanding requirements. Ensuring all files are completed post review meeting and all client details are up to date. Completing withdrawal letters and post review letters as required, issuing them within a timely manner. Answering incoming telephone calls, dealing confidently and effectively with clients, providers and third parties. Providing administrative support to the Advisers and other members of the team, dealing with various client servicing tasks as required Ensuring all compliance documents are completed and saved to the relevant platforms (Salesforce, IBusiness and client files) This is an interesting and challenging role that would suit a positive and professional self-starter who enjoys using their initiative, is collaborative and has a can do working style The ideal experience, skills and behaviours you possess are: Excellent face-to-face and telephone client interaction skills, the ability to build rapport swiftly and provide quality support to agreed standards and timescales Calm and approachable, projecting professionalism and confidence, working with total discretion at all times Highly motivated to provide a first-class experience for the clients of the Practice Excellent written communication skills and great attention to detail. Ability to focus on your own tasks as well as on shared goals as part of the team. Previous experience in an office support role in Financial Services or a related sector. Knowledge of relevant regulation and legislation (desirable) Experience of client management systems such as Salesforce (desirable) Broad experience of Microsoft Office (Outlook, Word) Creating and maintaining client files / data IBusiness, Salesforce (previous use of these is desirable) 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 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.