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Administrator

4 months ago

SouthendonSea, United Kingdom Sally Laking Wealth Management Full time

Position: Wealth Management Administrator

Pay Rate: £11.44 per hour

Employment Type: Part-time - 2/3 days per week

Location: Southend-on-Sea

An exciting and great opportunity to join a growing and expanding wealth management company part of St James’s Place, a FTSE 100 group as a Wealth Management Administrator on a part-time basis.

As a Wealth Management Administrator, you will be expected to support the practice with general administrative duties which include but are not limited to:

- Submitting business using bespoke software and writing basic ‘Suitability Letters’ and ensuring that business obtained is being processed in a timely manner.
- Be a point of contact for clients and third parties, dealing with general enquiries.
- Assist with the Practice’s social media and marketing campaign.
- Other administration duties deemed necessary to assist with the running of the Practice.

This is a great opportunity for someone with previous experience as an Administrator, who is pro-active, driven, keen for progression and looking for a part-time position to support a Financial Adviser’s Practice during this exciting growth phase.

If you are a well organised, proactive and a detail orientated individual looking for an opportunity to get into the wealth management sector, please apply.

**Job Types**: Part-time, Permanent

**Salary**: £11.44 per hour

Expected hours: 10 - 15 per week

**Benefits**:

- Bereavement leave
- Company pension
- Free parking
- On-site parking
- Sick pay

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Southend on Sea: reliably commute or plan to relocate before starting work (required)

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Administrative experience: 1 year (preferred)

**Language**:

- English (preferred)

Licence/Certification:

- Driving Licence (required)

Work Location: In person

Application deadline: 18/03/2024