Administration Assistant

The opportunity

An exciting new opportunity has arisen for an Administrator to join a busy team at Fenland Financial Planning, who are a highly successful Appointed Representative of St. James’s Place Wealth Management Plc.

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products, and financial solutions to a high net worth client base.

The practice has been highly successful and experienced year on year growth since it was established in 2024. The newly refurbished offices are located on the outskirts of Downham Market, which is easily accessible from the train station and by car from neighbouring towns. Free parking is provided directly in front of the office. This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.

The role

You will provide efficient administrative support to the Advisers within the practice in respect of the business generated and the servicing of existing clients. You will produce all the relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations and valuations as well as processing all new business documentation in accordance with the agreed service and quality standards. You will handle queries from clients and third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner.

The person

You will be able to demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You must be able to show initiative, have excellent IT skills and be a strong communicator. As you will have contact with clients, it is essential that you are professional and confident in dealing with third parties, have excellent communication skills and can work with total discretion.

Ideally, you have been working within an IFA or Wealth Management environment and have Financial Services industry experience with up-to-date knowledge of FCA regulations. However, this is not essential as a full training package will be provided.

How to apply

Please complete our application form here, including your CV.

We endeavour to contact all candidates before or soon after the closing date however, owing to high volumes of applications, we may not be able to contact all candidates. If you do not hear from us, please assume your application has been unsuccessful on this occasion.

All information you send to us will be kept in line with current data protection requirements. Fenland Financial Planning is committed to equality and values diversity in our team. We welcome and encourage applications from people of all backgrounds.

Should your application be successful, an offer of employment will be subject to a Financial and Identity check, satisfactory references and proof of eligibility to live and work in the UK.

We reserve the right to close this job vacancy prior to the advertised closing date, if we feel we have found a suitable candidate. We look forward to receiving your application.

Job Type: Part-time

Pay: £13.45-£14.00 per hour

Expected hours: 20.0 – 28.0 per week

Benefits:

• Company pension
• On-site parking

Work Location: In person