Practice Administrator
3 weeks ago
Job Title: Practice Administrator - Wealth Management
Job Summary: We are seeking a highly organized and detail-oriented Practice Administrator to join our team at Burgh Recruitment Ltd (Financial Services). As a Practice Administrator, you will play a vital role in supporting the day-to-day business operations within our Wealth Management Practice.
Key Responsibilities:
- Support the team in managing client relationships and providing exceptional customer service
- Issue Letters of Authority and follow up with third-party providers to ensure seamless transactions
- Submit various requests such as fund switches, withdrawals, and changes to contributions, and track progress to ensure timely completion
- Manage and collate key data for reports and portfolio reviews, providing valuable insights to our clients
- Deal with enquiries and correspondence from clients and providers, demonstrating excellent communication skills
- Manage the database of clients and diary management for the Partner and Advisors, ensuring efficient workflow
- Process new business and liaise with SJP admin teams to ensure smooth onboarding
- There is scope within this role to progress and develop your knowledge within this exciting and fast-paced environment
Requirements:
- 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 problem-solving skills, with the ability to think on your feet
- Good time management and planning skills, with the ability to prioritize tasks effectively
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs
- Confidence in dealing with colleagues, third parties, and the ability to work with total discretion
About Us: St. James's Place plc (SJP) is a leading, highly regarded FTSE 250 Wealth Management company that distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. With funds under management in excess of £181.9bn, SJP is well-established and highly successful.
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