Financial Services Administrator
19 hours ago
We are seeking a highly motivated and organized Junior Paraplanner to join our team at St. James's Place Wealth Management. As a key member of our team, you will play a vital role in supporting our clients and helping them achieve their financial goals.
Key Responsibilities:- Collate client information and conduct product research to prepare suitability letters, illustrations, and reports for client meetings.
- Maintain accurate client information in CRM systems and update client records as required.
- Manage cases to completion and work with internal processing systems.
- Provide technical and administrative support while maintaining excellent customer service to clients.
- Liaise with colleagues and third parties to achieve deadlines and progress client requests.
- Confident, numerate, and IT proficient individual with a 'can do' working style.
- Experience in financial services, ideally for a St. James's Place Partner Practice.
- Significant industry experience or working towards the Level 4 DipPFS qualification.
- Excellent communication skills and ability to work with discretion.
St. James's Place Wealth Management is a leading UK 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 £180bn and are committed to providing exceptional service to our clients.
Please note that this role will conduct a standard Financial and Identity check on any candidates who are offered a role within our Practice.
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