***OWN TRANSPORT OR LOCAL RESIDENT ESSENTIAL AS WE ARE BASED IN LYTCHETT MATRAVERS***
Location: On-site during probationary period (hybrid working to be agreed thereafter)
Hours: 35 hours per week, Monday–Friday
Salary: £24,000 – £30,000 (dependent on experience)
Company Overview
Walker Wealth Management Ltd, a Senior Partner Practice of St. James’s Place — a renowned FTSE 100 organisation — is seeking a motivated and ambitious Financial Administrator to join our dynamic and supportive team. As a leading financial advisory firm, we are committed to delivering exceptional financial planning and wealth management services to our clients, and we believe our people are central to that success.
Role Overview
This is an exciting opportunity for a driven individual with strong organisational skills and a keen eye for detail. You will play a vital role in supporting our advisers and helping to deliver an excellent service to our clients. The ideal candidate will have prior experience in financial services administration, though we are open to considering candidates with less experience who demonstrate strong potential.
Key Responsibilities
- Provide administrative support to advisers and the wider team
- Prepare and process client documentation and correspondence
- Maintain accurate client records and ensure compliance with regulatory requirements
- Liaise with clients, providers, and colleagues in a professional and efficient manner
- Assist with producing reports and documentation for client meetings
- Support the overall smooth operation of the practice
About You
We are looking for someone who is:
- Experienced in financial administration (preferred)
- Professional, proactive, and highly organised
- Comfortable working independently and as part of a team
- Strong in communication and interpersonal skills
- Confident using IT systems with good attention to detail
- Keen to develop within the financial services sector
Bonus skills:
- Paraplanning experience
- RO financial planning qualifications or progress towards them
- Experience within St. James's Place
What We Offer
- Competitive starting salary, rising with experience
- Hybrid working, after the probationary period
- Above statutory holiday allowance
- Supportive, development-focused environment with training and opportunities to gain industry-recognised qualifications
- The chance to work with a reputable Senior Partner Practice within a leading FTSE 100 company
How to Apply:
If you are ready to embark on a rewarding career in financial services and meet the qualifications outlined above, we would love to hear from you. Please submit your CV and a cover letter outlining your interest in the role.
Job Type: Full-time
Pay: £24,000.00-£30,000.00 per year
Benefits:
- Company pension
- On-site parking
- Work from home
Experience:
- Administrative: 1 year (preferred)
Work Location: Hybrid remote in Poole BH16
