Administrator - Wealth Management Practice
3 weeks ago
We are a Wealth Management practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management.
The Job:
Your duties will include:
**Assistant**
- Working with the Partner and other office staff in all aspect of office management
- Diary management
- Handling calls in a professional manner, answering clients’ queries, passing on detailed telephone messages in a timely manner
**Administration**
- Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate
- Sorting & Distributing incoming and outgoing post
- Issuing letter of authorities (LOAs) to providers
- Chasing financial institutions to provide requested information
- Telephone liaison with Administration Centres and Paraplanners
- Drafting and proof-reading documents, including client correspondence, presentations, illustrations etc
- Creating and updating client records and our databases with financial and personal data
- Learning or have knowledge of Salesforce the company CRM system in detail
- Maintaining and accurately updating the CRM - using it to effectively manage the business workflow
- Deciphering policy information and inputting into the company CRM
- On boarding new clients to our company CRM
- Preparing client files for review meetings
- Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
- Processing New Business and chasing through to completion
- Processing Application forms
- Complete an audit at the end of each case to make sure that all documents are where they are supposed to be
- Manage the compliance requirements of the business - Ensure new business and client files are fully compliant
- Maintaining accurate computer records
- Managing company compliance records
- Managing the new SJP meeting review process
- Managing business pipeline
- Learning to write basic Suitability Letters
- Assisting with marketing administration
- Other adhoc duties
- Full training will be given and there is the opportunity to progress within the SJP Accreditiation Framework
**Systems Skills**
- Accurate typing
- Advanced Microsoft Office, Outlook, Word and Excel
**Essential Requirements**:
- Previous experience within a Financial Planning role
- Must have a can do attitude
- Must be flexible and adaptable
- Exceptional attention to detail is paramount
- Excellent communication skills
- Excellent written English, numerate and analytical
- Strong organisational skills
- Ability to use own initiative and Multi task
- Able to work additional hours when required
**In return we offer**:
- Opportunity to work for a growing company
- Company pension
- Friendly and positive working environment.
**Salary**: £25,000.00-£30,000.00 per year
**Benefits**:
- Company pension
Schedule:
- Monday to Friday
Supplemental pay types:
- Yearly bonus
Ability to commute/relocate:
- Bromley: reliably commute or plan to relocate before starting work (preferred)
Application question(s):
- Do you live local to the Bromley area?
- Have you previously worked as an Administrator or Similar role for any Practice appointed by St. James's Place Wealth Management?
- Have you ever worked as a Practice Manager for any Partner Practice of St. James's Place Wealth Management?
**Experience**:
- Administrative: 2 years (preferred)
Work Location: One location
Reference ID: Wealth Management Administrator
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