Senior Administrator – Wealth Management

About the role

We are seeking a Senior Administrator to join a Senior Partner Practice representing St. James’s Place Plc in Salisbury. The role offers a condensed four‑day week while maintaining full‑time status, providing technical and administrative support to ensure high‑quality client service in wealth management.

Key responsibilities

• Provide technical and administrative assistance to the Partner and practice team.
• Process business submissions using bespoke software, ensuring accuracy and timely completion.
• Support client servicing through ad‑hoc tasks and coordination with third parties.
• Maintain high standards of customer service and confidentiality.
• Contribute to the SJP accreditation framework and pursue professional development.

Required profile

• Confident, numerate professional with a proactive “can‑do” attitude.
• Experience in wealth management or financial services; SJP experience advantageous.
• Excellent IT and communication skills, highly organised and able to make decisions.
• Self‑starter capable of working with minimal supervision and handling third‑party interactions discreetly.
• Relevant qualifications or progress towards a Level 4 Diploma is a plus.

Required skills

• Salesforce CRM

What we offer

• Highly competitive salary.
• Four‑day working week with full‑time benefits.
• Opportunity to progress within a leading FTSE 100 wealth management firm.