Financial Services Administrator

3 weeks ago


Bath, Bath and North East Somerset, United Kingdom St. James's Place Wealth Management Full time

Position: Wealth Management Administrator

Location: Wrington, North Somerset

Salary: Highly Competitive + Bonus

Hours: Full time


An exceptional opportunity has emerged for a skilled Administrator to become part of a welcoming and dynamic St. James's Place Partner Practice, situated in a picturesque semi-rural environment, dedicated to addressing the financial requirements of Professionals, Private Clients, Business Owners, and Retirees.
You will play a vital role within a dedicated team, managing the operations generated by the Advisers through your administrative proficiency.

Key Responsibilities: Wealth Management Administrator

This role encompasses a range of responsibilities, including but not limited to:

Delivering a high standard of administrative support while ensuring an outstanding level of customer service to the Practice's clients. Acting as a key point of contact for clients and third parties for general inquiries and following up with providers for funds and information. Maintaining precise client records in iBusiness/Salesforce and other CRM systems, updating Confidential Financial Review documents as necessary. Executing fund switches and financial calculations for clients using designated systems and processes. Processing new business submissions and fund transfers utilizing specialized software. Guaranteeing that the preparation of investments is conducted efficiently, promptly, and accurately, adhering to compliance standards. Ensuring clients receive regular updates regarding their investments, organizing annual reviews, and generating performance reports and investment summaries. Completing straightforward, templated suitability letters and other compliance documentation.

Candidate Profile: Wealth Management Administrator

This role is engaging and challenging, ideal for a proactive and professional individual who enjoys taking initiative and possesses a positive working attitude. You have accumulated several years of experience in Financial Services, preferably within a St. James's Place Partner Practice, and possess a solid foundational knowledge that you are eager to expand. You exhibit excellent IT and communication skills, are highly organized, and capable of making informed decisions. Familiarity with the Salesforce CRM system is preferred. You are a self-motivated individual who can operate with minimal supervision. Most importantly, you are adept at interacting with Clients and third parties with complete discretion and the utmost integrity.

St. James's Place plc (SJP) is a prominent and esteemed FTSE 250 Wealth Management firm that offers a variety of Investment and Retirement products and financial solutions to a High-Net-Worth clientele.
SJP manages assets exceeding GBP181.9bn. This organization is well-established and highly successful.

Please be aware that this Partner Practice will conduct standard Financial and Identity checks on any candidates who are offered a position within this Practice.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you acknowledge the Privacy Policy and click the green 'apply to this job' button at the bottom of the application page. Upon completion of your application, you will receive a confirmation email from Burgh Recruitment.



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