Administration Team Leader (Wealth Management)

Your tasks

About the Opportunity

• Are you an experienced SJP Senior Administrator or Practice Manager ready to take the next step in your career?
• We are seeking a proactive, organised and people-focused Administration Team Leader to join an established and successful SJP Partner Practice in Gravesend, Kent.
• Working closely with the Partners, Advisers and wider practice team, you will lead the administration function, oversee day-to-day operations and help deliver exceptional client service while supporting the continued growth of the business.

• Lead, support and develop the administration team, managing workloads, priorities, performance and training.
• Oversee client servicing, review schedules, adviser diaries and the end-to-end financial planning administration process.
• Ensure new business, client instructions, withdrawals, fund switches and follow-up actions are processed accurately and efficiently.
• Maintain oversight of CRM records, client communications, business pipelines and practice IT systems.
• Ensure all activities meet SJP procedures, compliance standards and GDPR requirements.
• Work collaboratively with Advisers, the Business Operations Manager and Compliance Manager to improve processes and operational efficiency.
• Build strong relationships with clients, professional contacts and the SJP Administration Centre.

Requirements

*Hours: Full-time, office-based Essential: Previous St. James’s Place (SJP) experience required.**

You will be an experienced financial services administrator with previous SJP practice experience, ideally with at least two years in a similar administration or leadership role.

You will also have

• A strong understanding of SJP systems, processes and compliance requirements.
• Excellent organisational skills, attention to detail and the ability to manage competing priorities.
• The confidence to lead, motivate and support an administration team.
• Strong IT skills, including Microsoft Office and CRM systems.
• Excellent communication skills and experience supporting Advisers and high-net-worth clients.
• A proactive, hands-on approach, with a commitment to teamwork, confidentiality and outstanding client service.

Above all, you will take pride in your work, enjoy developing people and be motivated to make a positive contribution to the success of the practice.

What we offer

• A competitive salary of £35,000–£40,000, depending on experience, plus a discretionary bonus of up to 20%.
• A key leadership role within an established and successful SJP Partner Practice.
• The opportunity to influence team development, improve processes and contribute to business growth.
• A varied, hands-on position working closely with the Partners, Advisers and wider team.

How to apply

Ready to take the next step? If you have previous SJP experience and are ready to take ownership of an administration function while helping a successful practice thrive, we would love to hear from you.

Other

Administration Team Leader – Wealth Management *Location: Gravesend, Kent Salary:** £35,000–£40,000 basic + discretionary bonus of up to 20% (potential OTE £42,000–£48,000) |