Senior Performance Support Specialist

4 weeks ago


Bournemouth, Bournemouth, United Kingdom St. James's Place Wealth Management Full time

Job Title: Senior Performance Support Specialist

Job Summary:

We are seeking a highly skilled and experienced Senior Performance Support Specialist to join our team at St. James's Place Wealth Management. As a key member of our team, you will be responsible for providing exceptional support to our advisors and clients, ensuring seamless delivery of our services.

Key Responsibilities:

  • Manage the full client review meeting process from end to end.
  • Prepare ongoing advice reports and ISA suitability reports.
  • Creation of individualised Client reports including analysis of investment performance.
  • Completion of annual allowance / carry forward calculations.
  • Using FE Analytics to compare fund performance.
  • Client servicing; appointment making, logging of correspondence to Salesforce and keeping CFRs up to date.
  • Preparing cases for Paraplanners ensuring collation of all required documentation.
  • Tracking cases and monitoring payments & credits.
  • Preparing Trust documentation.
  • Complete fund switches and generate fund switch letters.
  • Handling incoming calls and delegating action to other team members.
  • Respond to Client enquiries (Technical and administrative).

Requirements:

  • Relevant experience in Wealth Management or Financial Services.
  • Proficient in the use of Salesforce and ibusiness software.
  • High level of attention to detail & excellent organisation skills.
  • High standard of written & verbal communication skills.
  • Highly IT literate, including advanced MS Outlook, Excel, Teams, and Word skills.
  • Keeps calm when faced with conflicting demands and handles these effectively.
  • Strong interpersonal skills, demonstrating a professional, proactive and positive attitude.
  • Ability to work autonomously as well as working on shared goals as part of a team.
  • Manages time effectively with the ability to multi-task.
  • It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.


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