Administrator – Financial Services

About the role

We are seeking an enthusiastic Administrator to join a respected appointed representative of St. James’s Place Plc in Colchester. You will provide essential administrative support to a busy financial planning practice, helping advisors deliver high‑quality wealth management advice.

Key responsibilities

• Manage and collate data for reports and portfolio reviews.
• Handle client and provider enquiries, correspondence, and diary management for partners and advisors.
• Process new business applications and liaise with St. James’s Place admin teams.
• Prepare client reports and suitability letters in collaboration with the team.
• Maintain the client database and ensure accurate record‑keeping.

Required profile

• Proven experience in an administrative or office support role.
• Strong customer service skills with the ability to build rapport and manage client relationships.
• Excellent attention to detail, problem‑solving ability, and discretion.
• Effective time‑management and planning capabilities.

Required skills

• Salesforce (or similar SJP systems).
• Microsoft Excel.
• Microsoft Word.
• General Microsoft Office proficiency.

What we offer

• Collaborative working environment.
• Opportunities to extend skills and experience.
• Supportive team culture focused on professional development.