Wealth Management Support Specialist
4 weeks ago
Job Description
We are seeking a highly motivated and organized Wealth Administrator to join our team at St. James's Place plc.
The successful candidate will be responsible for delivering first-class support to our Wealth Managers, ensuring seamless client reviews and maintaining accurate records.
Key Responsibilities:
- Manage the client review meeting process from start to finish.
- Update Confidential Financial Reviews and input new data.
- Process and chase Letters of Authority.
- Complete fund switches and send switch letters to clients.
- Handle incoming calls and delegate tasks to team members.
- Respond to client inquiries, both technical and administrative.
- Manage workflow through Salesforce and Business Trackers.
Requirements:
- Relevant experience in Wealth Management or Financial Services.
- Proficient in Salesforce software.
- High attention to detail and excellent organizational skills.
- Strong written and verbal communication skills.
- Highly IT literate, including advanced MS Outlook, Excel, Teams, and Word skills.
- Ability to work autonomously and as part of a team.
- Time management and multitasking skills.
About St. James's Place:
St. James's Place plc is a leading FTSE 250 Wealth Management company, distributing a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
We have funds under management in excess of £181.9bn and are a well-established and highly successful business.
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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