Wealth Management Administrator

3 weeks ago

London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

Practice Administrator - Wealth Management

Are you a detail-oriented and organized individual looking for a challenging role in a dynamic office environment? We are seeking a Practice Administrator to join our team at a highly respected Appointed Representative of St. James's Place Plc.

The Role:

  • Support the day-to-day business operations within the Practice, ensuring seamless communication and collaboration with colleagues and clients.
  • Issue Letters of Authority and follow up with third-party providers, maintaining accurate records and resolving any issues that may arise.
  • Submit various requests such as fund switches, withdrawals, changes to contributions, and track progress, utilizing strong analytical and problem-solving skills.
  • Manage and collate key data for reports and portfolio reviews, providing valuable insights to the team.
  • Deal with a wide variety of administrative tasks, supporting colleagues and clients of the Practice, and maintaining a high level of discretion and confidentiality.
  • Manage the database of clients and diary management for the Partner and Advisors, ensuring accurate and up-to-date information.
  • Process new business and liaise with SJP admin teams, maintaining strong relationships and communication channels.
  • There is scope within this role to progress and develop your knowledge within this exciting and fast-paced environment.

The Person:

  • Proven work experience as an Administrator within Wealth Management, preferably St. James's Place.
  • Excellent customer service and the ability to build rapport and manage client relationships.
  • Strong attention to detail and the ability to problem solve and think on your feet.
  • Good time management and planning skills, with the ability to prioritize tasks and meet deadlines.
  • Strong working knowledge of Excel, Word, and other Microsoft Office Programs.
  • It is essential that you are confident in dealing with colleagues, third parties, and can work with total discretion.

St. James's Place plc (SJP) is a leading, highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £181.9bn. This business is well established and highly successful.

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.

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

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