Wealth Management Administrator

3 days ago

London, Greater London, United Kingdom Premium site Full time £35,000 - £40,000 per year


Wealth Management Administrator

Location: London  

Salary: (c) £35,000 - £40,000 (DoE)

Hours: Full time - some hybrid working available

An excellent opportunity has arisen for a St. James's Place Experienced Administrator to join this dynamic and proactive Partner Practice, who specialise in providing a range of investment and retirement products and solutions to meet the financial goals and objectives of their clients.
You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.

You will have the opportunity to progress your career, gaining knowledge and skills to help you develop an interesting and meaningful career path.

The Role: Wealth Management Administrator

The role offers variety and challenge, including but not limited to:

  • Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
  • Submitting new business and fund transfers using bespoke software
  • Sending out correspondence and requesting detailed information for Pension Transfer cases 
  • Carrying out fund switches and financial calculations for clients using specific systems and processes
  • You will need to ensure that business obtained is being processed in a timely way
  • You will be setting up the clients' annual reviews and producing the post review letters, detailing all changes
  • You will be responsible for managing Salesforce and keeping all client details up to date 
  • You will be the 'Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information 

The Person: Wealth Management Administrator

  • This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a 'can do' working style. 
  • You have been working in a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop
  • You have excellent IT and communication skills, are highly organised and can make decisions
  • Ideally you will have used the Salesforce CRM system
  • You are a self-starter and able to work with little or no supervision
  • Most importantly, you are confident in dealing with Clients and third parties with total discretion
You will ideally have previous experience but training in some of these areas can be provided.

St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 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 £198.5bn. 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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