Wealth Administrator
6 months ago
**Wealth Administrator**
**St Barts Finance Ltd**
Full Time (9am - 5pm Monday to Friday)
Salary £24,000 - £28,000 PA, DOE
Location: St Barts Finance, Ashley Cross, Poole.
An exciting opportunity has arisen for a pro-active Wealth Administrator to join us. You will be based in our Poole Office but may also be required to work in our other branches when necessary. You will be responsible for the day-to-day operation of our Wealth Advisers
St Barts Finance was established in 2009 and has offices in Bournemouth, Poole, Southampton and Salisbury, with other advisers working across the South Coast. As part of the business, we also own and run the Bournemouth, Southampton and Salisbury branches of Yorkshire Building Society as agencies. We are part of The Openwork Partnership, which is one of the largest financial services networks in the UK and are also one of their fastest growing firms.
**The Role**
Day to day duties can include;
- Working closely alongside our Financial Advisers to assist with their Wealth Management clients.
- Progressing cases from sending letters of authority, collating policy information from providers to preparing presentation meeting packs and processing in transfers.
- Completing ongoing servicing tasks, including reports and completing a variety of letters, building rapport with clients and maintaining client platform accounts.
- Ensuring internal and external compliance is completed.
- Liaising with clients, providers, and third parties.
- Receiving inbound phone calls and greeting customers in person which visit our offices.
- Maintain a positive and proactive manner in carrying out all tasks. Act as a champion for change and supporting decisions, to contribute to good team spirit and cohesion.
- The ability to work well within a small friendly team in one of our Ashley Cross office, with a positive and enthusiastic approach is essential.
. Monday to Friday 9am to 5pm. No weekends.
Work Location: based in our Ashley Cross office, overlooking the green.
**Salary**: from £24,000.00 - £28,000.00 per year, depending on experience.
**Benefits**:
- Company events
- Company pension
- Life insurance
- Sick pay
- Referral commission available
Schedule
- Full Time
- Monday to Friday 0900 to 1700.
- No weekends
- Ashley Cross
**Salary**: £24,000.00-£28,000.00 per year
**Benefits**:
- Company pension
- Life insurance
- Sick pay
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Poole, Dorset: reliably commute or plan to relocate before starting work (required)
**Education**:
- A-Level or equivalent (preferred)
**Language**:
- English (required)
Work Location: In person
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