Practice Administrator
Practice Administrator Location: West Bergholt, Colchester (CO6) Salary: Highly Competitive Full-time: Hybrid working - 3 days in office / 2 days from home Working as part of the team at a Partner Practice of St. James''s Place Wealth Management Plc. Are you an organised, proactive and confident Administrator with experience in providing high-quality support in a busy professional environment? This is an opportunity to join an established St. James''s Place (SJP) Partner Practice that provides financial advice and services to a broad range of clients. 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, with genuine opportunities to develop your skills and build your career within the financial services sector. The Role: Practice Administrator As Practice Administrator, you will provide essential administrative support to the Partner, colleagues, and clients. Your responsibilities will include: Managing a varied range of administrative tasks to support the Practice and its clients Collating and maintaining key information for record-keeping, reporting, and client reviews Handling client and provider enquiries and correspondence Liaising with St. James''s Place and external provider administration teams Contacting clients to obtain information and supporting documentation Assisting our in-house paraplanner with new business submissions ..... full job details .....
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