Administrator - no experience required (Permanent)
2 months ago
WEALTH MANAGEMENT ADMINISTRATOR - CENTRAL CHELMSFORD, ESSEX
We are recruiting for a Wealth Management Administrator to support a Partner within a successful Partner Practice of St. James’s Place Wealth Management based in Chelmsford, Essex. This role is offered on a full or part-time basis (30-35 hours per week).
The role will be an integral part of a small team, supporting the Financial Adviser and the Practice Manager with a mix of client servicing, business processing and general administration tasks.
It would be particularly suited to an individual seeking a long-term administrative career, ideally with previous experience of working either in a support role for a financial adviser, or within financial services or pension environment in general within an administrative / PA capacity. Previous experience of SJP systems is advantageous, although not essential as full training shall be provided.
Role content
Pre-meeting preparation and post meeting follow up, including client specific actions and accurately updating client files on Salesforce.
Process applications accurately and record the required management information.
Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
Running reports and illustrations and collating key data.
Meeting and greeting clients and visitors to the Practice.
Salesforce, iBusiness, MyPractice (Full training will be provided on all systems)
Preferably previous experience of working in a similar Administrative role, with knowledge of financial services
High level of computer literacy i.e. Word, Outlook, Excel, CRM systems
Comfortable working independently within the office if the Financial Adviser and / or Practice Manager is at Client meetings or offsite.
Experience of dealing with High-Net-Worth clients
Excellent telephone manner and well presented
Option of Part-time or full-time hours covering a minimum of 4 days a week (working days must include Monday & Friday).
Hours: Flexible between hours of 8.Holiday: 20 days plus bank holidays pro-rata (plus option of 10 additional days unpaid leave if required)
Pension: Auto-enrolment pension scheme
For further details, or to apply for this excellent opportunity, please apply online.
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