Financial Services Administrator

Company Description

Bolland Wealth Management is an Associate Partner Practice of St. James’s Place Wealth Management, a leading UK wealth management organisation. The Practice provides personalised financial advice and long-term planning support to a wide range of clients. Team members work closely with advisers to deliver high-quality client service and ensure administrative processes run smoothly. The culture is professional and client-focused, with an emphasis on integrity, accuracy, and building lasting relationships. Working at Bolland Wealth Management offers the opportunity to contribute to a trusted, growing Practice within a respected national wealth management network.

Role Description

The SJP Office Administrator is a part-time, on-site role based in Hinckley. This role supports the Practice by managing day-to-day administrative tasks, including maintaining client records, preparing documentation, and updating systems in line with St. James’s Place processes. Responsibilities include handling incoming enquiries, scheduling meetings, managing diaries, and coordinating correspondence with clients and providers. The Office Administrator will process new business and servicing requests, ensure compliance requirements are met, and assist with the production of reports and client packs. The role involves working closely with advisers and other team members, ensuring that office operations run efficiently and that clients receive a professional and timely service.

Qualifications

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• SJP partner practice experience is preferred but not essential
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• Strong administrative and organisational skills, including accurate data entry, document management, and task prioritisation.
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• Proficiency with office software and systems, such as Microsoft Office (Word, Excel, Outlook) and CRM or database tools.
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• Excellent written and verbal communication skills, with the ability to handle client enquiries professionally and clearly.
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• Attention to detail and a high level of accuracy, particularly when working with client information and financial documentation.
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• Ability to work independently on-site in Hinckley while collaborating effectively within a small team environment.
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• Experience in financial services, wealth management, or a regulated environment is advantageous but not essential.
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• Understanding of basic office compliance practices and willingness to learn St. James’s Place processes and standards.
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• Relevant education or experience in administration, customer service, or office management; professional development or SJP-related training will be supported.
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Salary

£18,720 - £20,000 per annum, dependant on applicants prior experience - based on 24 hours per week (3 days) overtime also available.