Client Banking Administrator

St. James's Place Wealth Management
Cirencester, UK
15 Aug 2019
03 Sep 2019
Contract Type
Full Time
Main Purpose of the Job:

To assist the Head of Client Banking and the wider Client Banking team with a variety of regular tasks and ad hoc projects, including the management of information and data within the team and of strategic improvement and research projects.

Key Responsibilities:
  • To support the Head of Client Banking and the rest of the team in a variety of regular team tasks and ad hoc projects, with energy and high attention to detail
  • To own and constantly improve the production and analysis of data for the team, automating this where possible
  • To assist the Head of Client Banking with the development of the banking and lending proposition: researching, analysing issues and managing projects
  • To respond to Partner enquiries, covering St. James's Place's banking and lending services, including the resolution of unusual cases
  • To assist with the marketing and communication of the banking and lending proposition to SJP Partners and employees

Required Knowledge/Skills:
  • Numeracy and analytical skills and ability to manipulate data
  • Organised and committed to meeting deadlines
  • Proactive self-starter, with a keen desire to learn more about the industry and for example to improve knowledge through professional qualifications in financial products or accountancy.
  • The ability to build influencing relationships with other departments
  • Good oral and written communication skills (incl. MS Word and Powerpoint)

Thank you for taking an interest in a career with St. James's Place Wealth Management. We are an equal opportunities employer and committed to ensuring all applicants will be treated in a fair and equal manner and in accordance with the law regardless of gender, marital status, race, religion, colour, age, disability or sexual orientation.

Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box. We are open to discussing reduced hours, job share arrangements and flexible working so please ask the question and start the conversation!

How we Reward You

In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefit package including a non-contributory pension, private medical insurance for you and your family, life assurance, equity participation opportunities, and an attractive holiday allowance, to name but a few.

The Charitable Foundation

We are extremely proud of The St. James's Place Charitable Foundation. It is a grant-making charity where funds are raised and donated by the St. James's Place community. The Company matches all funds raised or donated, pound for pound and since its setup in 1992 we have raised and distributed over £70 million to good causes operating in the UK and abroad.


We are proud of the recognition we receive for the high quality advice and service we provide to our clients. Most recently, this has included being voted the: '2018 Best Private Client Investment Manager'by readers of Wealth Adviser magazine; '2018 Best Wealth Manager' by readers of Shares Magazine; '2018 Personal Finance Awards - Best Financial Adviser' by readers of Money Pages and voted the City of London '2019 Wealth Management Company of the Year'.

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