Administrator - Wealth Management Practice
2 days ago
We are a Wealth Management practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management.
The Job:
Your duties will include:
**Assistant**
- Working with the Partner and other office staff in all aspect of office management
- Diary management
- Handling calls in a professional manner, answering clients’ queries, passing on detailed telephone messages in a timely manner
**Administration**
- Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate
- Sorting & Distributing incoming and outgoing post
- Issuing letter of authorities (LOAs) to providers
- Chasing financial institutions to provide requested information
- Telephone liaison with Administration Centres and Paraplanners
- Drafting and proof-reading documents, including client correspondence, presentations, illustrations etc
- Creating and updating client records and our databases with financial and personal data
- Learning or have knowledge of Salesforce the company CRM system in detail
- Maintaining and accurately updating the CRM - using it to effectively manage the business workflow
- Deciphering policy information and inputting into the company CRM
- On boarding new clients to our company CRM
- Preparing client files for review meetings
- Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
- Processing New Business and chasing through to completion
- Processing Application forms
- Complete an audit at the end of each case to make sure that all documents are where they are supposed to be
- Manage the compliance requirements of the business - Ensure new business and client files are fully compliant
- Maintaining accurate computer records
- Managing company compliance records
- Managing the new SJP meeting review process
- Managing business pipeline
- Learning to write basic Suitability Letters
- Assisting with marketing administration
- Other adhoc duties
- Full training will be given and there is the opportunity to progress within the SJP Accreditiation Framework
**Systems Skills**
- Accurate typing
- Advanced Microsoft Office, Outlook, Word and Excel
**Essential Requirements**:
- Previous experience within a Financial Planning role
- Must have a can do attitude
- Must be flexible and adaptable
- Exceptional attention to detail is paramount
- Excellent communication skills
- Excellent written English, numerate and analytical
- Strong organisational skills
- Ability to use own initiative and Multi task
- Able to work additional hours when required
**In return we offer**:
- Opportunity to work for a growing company
- Company pension
- Friendly and positive working environment.
**Salary**: £25,000.00-£30,000.00 per year
**Benefits**:
- Company pension
Schedule:
- Monday to Friday
Supplemental pay types:
- Yearly bonus
Ability to commute/relocate:
- Bromley: reliably commute or plan to relocate before starting work (preferred)
Application question(s):
- Do you live local to the Bromley area?
- Have you previously worked as an Administrator or Similar role for any Practice appointed by St. James's Place Wealth Management?
- Have you ever worked as a Practice Manager for any Partner Practice of St. James's Place Wealth Management?
**Experience**:
- Administrative: 2 years (preferred)
Work Location: One location
Reference ID: Wealth Management Administrator
-
Practice Administrator
4 days ago
Bromley, United Kingdom Dysart Surgery Full timeWe are seeking a Practice Administrator to join our team at Dysart Surgery. In this pivotal role, you will oversee the daily operations of our practice, ensuring that we continue to provide exceptional patient care while maintaining efficient administrative processes. **Main duties** Assisting the Practice Manager to oversee the smooth running of the...
-
Senior Ifa Administrator
1 week ago
Bromley, United Kingdom GBWM Full timeWe are a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management. **The Job**: This is a full time office based role based in Bromley, London Your duties will include: **Assistant** Working with the Partner and...
-
Receptionist & Administrator - Part Time
2 weeks ago
Bromley, United Kingdom The Links Medical Practice Full timeThe LINKS MEDICAL PRACTICE (JUNE 2022 NHS Jobs Ad) Job Description Summary The post holder is expected to provide admin support to the practice team. Accurate administration is important to ensure that the work of the practice is carried out efficiently. The post holder will sometimes be first point of contact for patients in person and by telephone. The...
-
Practice Manager
2 days ago
Bromley, United Kingdom Medmatch Full timeApply now for the position of a Practice Manager at a top-notch dental clinic serving the community near Bromley, London.This maternity cover role offers the chance to oversee a modern surgery practice with a supportive team and excellent facilities.About the Position:Full-Time role - Maternity cover£30,000 annual salary with flexibility (D.O.E.)Oversee...
-
Receptionist/administrator
7 hours ago
Bromley, United Kingdom Downham Family Medical Practice Full timeDuties vary from day to day and the applicant must have the ability to prioritise workload. Applicants must have the ability to work within a team, have some experience in dealing with the public and basic IT skills. Previous experience is desirable, but not essential as training is provided. In the performance of the duties outlined in this Job Description,...
-
Paraplanner - Bromley - £40k - £60k Including
2 weeks ago
Bromley, United Kingdom Financial Divisions Full time**Paraplanner - Billericay (Essex) with some WFH - £40k - £60k including benefits package** Are you a Paraplanner with an extensive background in private client wealth management supporting Chartered Advisers on clients’ financial affairs? Do you relish working in an environment where the client is put first, and their long-term financial healthand...
-
Office Administrator
6 days ago
Bromley, United Kingdom Home Deco Property Management Ltd Full timeOffice Administrator Job Role * roviding Office support inc ding cust - r and emp oyee supp - Keepin - ell-organiz files and records of bu ness activity - Researching company data and archived reports - Keeping computer databases up to date - Interacting with clients either on the phone or in person - Answering phone and dealing with inquiries - Taking...
-
GP Medical Secretary/Administrator
2 weeks ago
Bromley BR AD, United Kingdom GP Surgery - Highland Medical Practice Full time £39,000 - £49,000 per yearMedical Secretary / AdministratorJoin our friendly Practice team and help us deliver outstanding patient careAre you highly organised, a great communicator and passionate about supporting patient services? We're looking for a proactive and motivated Medical Secretary/Administrator to join our welcoming Practice team. We are a growing practice team based at 3...
-
Team Administrator
2 weeks ago
Bromley, United Kingdom Tenax Limited Full time**Job Summary** **Duties** - Provide comprehensive administrative support to the team, including scheduling meetings and managing calendars. - Handle incoming phone calls with professionalism, demonstrating excellent phone etiquette. - Perform data entry tasks accurately and efficiently, ensuring all information is up to date in our systems. - Assist with...
-
Administrator and Receptionist
6 days ago
Bromley, United Kingdom Harris Federation Full time**Summary** Do you have administration experience within a school environment? Support Harris Primary Academy Orpington in the smooth running of our administration office and wider academy. We are looking for a Admin Officer to work within our Admin Office, undertaking reception and other administrative duties. **About Us** Our aim is to provide our pupils...