https://jobs.co.uk/job/financial-services-administrator-part-time-st-james39s-place-wealth-management--5cf868e8-2fb8-4e0c-8e8a-87e2e5349c76 RSS feed for Financial Services Administrator (Part-time) at St. James's Place Wealth Management. en-gb Thu, 30 Apr 2026 16:26:33 GMT https://jobs.co.uk/job/financial-services-administrator-part-time-st-james39s-place-wealth-management--5cf868e8-2fb8-4e0c-8e8a-87e2e5349c76 https://jobs.co.uk/job/financial-services-administrator-part-time-st-james39s-place-wealth-management--5cf868e8-2fb8-4e0c-8e8a-87e2e5349c76 Tue, 28 Apr 2026 23:00:00 GMT Location: Ilkley | Salary: £35000/annum pro-rata | Type: Permanent | Financial Services Administrator (Part-time) Location – Ilkley, Leeds (LS29) Salary - £35,000 FTE Hours: 25-30 per week, hybrid working (in office and working from home) Are you an enthusiastic PSS Administrator with experience of working in an SJP Partner Practice, and ready for a new challenge? You will be keeping the Practice running smoothly and providing administrative support to the Advisers in this busy SJP Partner Practice. The Role: Financial Services Administrator You will be providing a high level of 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 both general and technical enquiries  You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections, and valuations, including any compliance documentation  Liaising with external Paraplanners to progress cases You will be responsible for managing Salesforce and keeping all client details up to date  Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes t... Permanent