FINANCIAL ADVISER ADMINISTRATOR VACANCY (Suitable for a long-term career administrator)
Role overview
We are recruiting for a full time Financial Adviser Administrator to support a one or two Financial Adviser within a very successful Principal Partner Practice of St. James’s Place Wealth Management, based in Moorgate, London.
The role will be an integral part of the team, supporting the Partners (Financial Advisers) at an operational level with a mix of client servicing, business processing and general administration.
It would be particularly suited to an individual seeking a long-term administrative career. The successful candidate will ideally have previous experience of working either in a support role for financial adviser, or within the pension / mortgage / investment / protection environment in general within an administrative capacity.
The role will be supporting one of the Senior Partners and his team and therefore it is essential that the successful candidate is both smart and professional.
Role content:
Full training will be provided on all of the following:
Client / Team communication
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Pro-active and structured approach to the Financial Adviser’s administration needs, ensuring the smooth running of the back-office support
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Dealing with client queries via telephone, email, face-to-face or in writing as required
Administration
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Confident managing various administrative tasks with both speed and accuracy, multi-tasking.
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Liaising with internal central administration centres regarding client’s funds and investments
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Switching of client funds and processing funds
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Keeping all client data up to date
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Issuing and chasing letters of authority
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Using financial software to provide data analysis of clients’ funds and investments
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Producing personalised illustrations, and obtaining up to date wealth accounts
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Preparing meeting packs in advance of client meetings
Technical skills required
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Good level of computer literacy, including Word, Excel and Outlook. We will train you on everything else including all financial services CRM and internal packages such as Salesforce, Aptus & IBusiness.
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Effective communication skills, not afraid to pick up the phone to chase information or provide an answer to a client’s query
Personal attributes
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Good energy and enthusiasm and the desire to succeed in the role!
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Professional and approachable manner to clients and colleagues
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Well presented, smart and professional in appearance.
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Able to communicate with individuals at all levels, including those of high net worth
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Able to work in a high confidential and discreet environment
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High level of attention to detail
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Minimum grade 5 in GCSE Maths & English.
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Graduate or similar in financial based degree preferred (i.e. Economics, Maths, finance, accounting etc) - but not essential.
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Able to travel to and work from our office in Moorgate
Additional information
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Salary: £30K per annum
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Role type: Employed role
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Location: Moorgate, London, EC2V (office based)
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Hours of work: Monday to Friday, 37.5 hours a week between the core hours of 8.00am - 6.00pm daily
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Training: Full training shall be provided
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Holiday: 25 days plus bank holiday (paid holiday entitlement)
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Start date: April / May 2026
Should this role be of interest to you, please apply online
