Senior Administrator

4 weeks ago


Beckenham, Greater London, United Kingdom Senior Partner Practice - St James's Place Wealth Management Full time

Join our team as a Senior Administrator - Wealth Management and take on a challenging role that requires strong technical administration skills.

Key Responsibilities:

  • Providing technical administration support to financial advisers and paraplanners
  • Managing back office administration, processes, compliance, and workflow
  • Issuing letters of authority to providers and chasing financial institutions for information
  • Writing client annual review letters, fund switch letters, and other compliance letters
  • Preparing client files for meetings and responding to client enquiries
  • Liaising with third parties, administration centres, and paraplanners
  • Drafting and proof-reading documents, including client correspondence and illustrations
  • Using Salesforce to adhere to compliance requirements and maintaining back office systems with client data
  • Providing regular status updates to clients and completing illustrations and applications for new business
  • Processing business and chasing through to completion, as well as managing the business pipeline and case tracking
  • Completing and updating client files and maintaining compliance requirements
  • Using Voyant and FE Analytics to manage client data and provide weekly updates to partners and advisers

Requirements:

  • Previous experience in a Financial Planning Administrator role
  • Professional communication manner, both written and verbally
  • Strong knowledge of investments and pensions
  • Financial Services qualifications are desired

What We Offer:

  • Company pension
  • Friendly and positive working environment
  • Competitive salary
  • 25 days holiday plus bank holiday
  • Other adhoc benefits provided by the Director

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.



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