Senior Administration

3 weeks ago


West Sussex, United Kingdom Financial Divisions Full time

Our client is a highly respected and recognised wealth management practice based in the Sussex area, established several years ago providing financial advice which focuses on individual circumstances, reviewing and researching the entire market to ensurethey provide suitable solutions for their clients’ goals and objectives. They provide full administrative support in relation to new business processing and movement of client’s funds for existing clients. Due to an increase in business, they are looking foran experienced Senior Administrator with an SJP ( St James Partners) background to support their Clients and the full onboarding process from end to end.

Opportunity Highlights
- Accurately recording all actions taken and complying with all industry compliance requirements
- Assisting Advisers/Paraplanners in gathering all relevant data and information to allow them to create recommendations and construct detailed suitability reports.
- Building and maintaining excellent relationships with clients, insurers, investment companies and colleagues alike.
- Undertaking research as required on specific projects.
- Assisting in producing and checking valuations.
- Assisting in cashflow modelling.
- Assisting with other tasks as required by partners of the business.



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