Overview
Administrator Jobs in West Malling, England, United Kingdom at Adams & Bowles Wealth Management Ltd
Title: Administrator
Company: Adams & Bowles Wealth Management Ltd
Location: West Malling, England, United Kingdom
🌟 ADAMS & BOWLES are HIRING! 🌟
Job Title: Experienced St. James’s Place Administrator
Location: Adams & Bowles Wealth Management Ltd, Kings Hill, West Malling, Kent
Job Type: Full time
Salary: Up to £35,000 (DOE)
👉About the Role:
Seeking an experienced & highly organised SJP Administrator to join our team. The successful candidate will play a key role in supporting our financial advisers & ensuring the smooth day-to-day operation of administrative processes within an SJP Practice. Opportuniity to progress into a more senior/managerial role.
This is an excellent opportunity for someone with strong attention to detail, excellent communication skills & prior experience working within an SJP environment.
🔑 Key Responsibilities:
• Provide full administrative support to financial advisers
• Process new business applications & manage client documentation
• Maintain accurate, up-to-date client records
• Liaise with clients, advisers & support teams
• Prepare client review packs & meeting docs
• Monitor & track business submissions through to completion
• Handle client queries efficiently & professionally
• Ensure compliance with regulatory & internal procedures
• Manage diaries, appointments & follow-up tasks
✅ Requirements:
• Previous experience within an SJP Practice
• Strong understanding of SJP systems & processes, including Salesforce & iBusiness
• Excellent organisational & time management skills
• High level of accuracy & attention to detail
• Strong communication & interpersonal skills
• Ability to work independently & as part of a team
• Proficiency in MSOffice
✏️ Desirable Skills:
• Experience supporting financial advisers or paraplanners
• Knowledge of financial services products & processes
• Familiarity with compliance requirements within financial services
🌟 What We Offer:
• Competitive salary & benefits package
• Supportive & collaborative working environment
• Opportunities for professional development & progression
📩 How to Apply
Please submit your CV & a brief covering letter outlining your experience and suitability for the role to [email protected] or [email protected]
