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Senior Administrator
4 months ago
Job description
**Senior Administrator**
Applications welcomed for full time and part time positions. Salary is dependent upon experience held.
Working as part of the team at a Managing Partner Practice of St. James’s Place Wealth Management Plc.
An excellent and very interesting opportunity has arisen for a Senior Administrator, to work within a highly successful Practice. You will be joining the Paraplanning team based in their Solihull offices, ensuring the business generated by the Wealth Manager, who you will be working alongside, is processed accurately and in a timely manner.
The Practice is a Managing Partner Practice of St. James’s Place Wealth Management plc (SJP), which is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £150bn.
**The Role - Senior Administrator**
You will be working within a busy team and your role will include collating client information, researching, file preparation, completing post review letters, preparing basic suitability letters, preparing illustrations and reports for client meetings, managing cases to completion and working with internal processing systems. You will be given full training on the relevant IT systems. You must have some previous experience of working as a Senior Administrator or in a Paraplanner support role, along with knowledge of investment products.
We have high focus on quality of documentation, striving for suitable first time. A meticulous work ethic is a must. You will also be liaising with colleagues and third parties on a daily basis.
**The Person**
This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who enjoys using their initiative and who has a ‘can do’ working style. A team player with a positive mental attitude is essential.
You will have been working as a Senior Administrator (or support role) within an IFA or Wealth Management environment. Should obtaining the Level 4 DipPFS qualification be of interest to you, we will very much support this. You will have some experience of the administration of Inheritance Tax, Pension and/or Investment products.
You are friendly, organised, can prioritise your workload and have excellent communication skills.
You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion.
Work Remotely
- No
**Job Types**: Full-time, Part-time
Part-time hours: 24-35 per week
**Salary**: £30,000.00-£38,000.00 per year
**Benefits**:
- Company pension
- On-site parking
- Referral programme
Supplemental pay types:
- Bonus scheme
COVID-19 considerations:
Clients are invited to wear masks, socially distance for meetings and hand sanitise. Practice team member's workstations are socially distanced.
Application question(s):
- Do you already have or are you working towards your Level 4 DipPFS?
- How many years have you worked in a wealth management environment?
- What 3 skills make a good Senior Administrator / Paraplanner?
- How many years specifically have you worked in a Senior Administrator, Paraplanner or Paraplanner support role?
Work Location: In person
Reference ID: DMWC-SA
