Wealth Management Administrator

1 day ago

Holborn, United Kingdom Enver Wealth Management Full time

An exciting new opportunity has arisen for an Administrator to join a busy team within Enver Wealth Management who are a Senior Partner Practice of St. James’s Place Wealth Management Plc.

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high-net-worth client base.

This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.

**The role**

You will provide efficient administrative support to the Advisers within the practice in respect of the business generated and the servicing of existing clients:

- Provide technical and administrative support to the Advisor;
- Prepare files including compliance required documentation; research; illustrations and supporting documentation;
- Processing Letters of Authority and liaising with Providers for information.
- Onboarding clients onto database and maintaining records
- Preparing documentation for Advisor Meetings
- Completion of Ad-Hoc Administration and requests on behalf of the Director and advisors
- Weekly tracking on Transfer business
- Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
- Deal with general client queries and attend client meetings with the Partner as required.
- Work within and stay up to date with template changes and advice notes;
- Provide technical knowledge and assist in solution building with advisors.
- Assist in the back end business processing of cases in an orderly and timely manner

**Knowledge and experience**:

- Previous experience within an IFA or Wealth Management environment essential;
- Demonstrates up to date knowledge of relevant regulation and legislation.
- Experience of client management systems such as Salesforce (desirable)

**Skills and behaviours**:

- Able to transpose information accurately;
- Strong numeracy skills;
- Confident in dealing with third parties and can work with total discretion;
- Highly organised with excellent communication skills;
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
- Exceptional attention to detail;
- Manages time effectively with the ability to multi-task;
- Keeps calm when faced with conflicting demands and handles these effectively;
- Demonstrates a positive attitude at all times;
- Works well on own tasks as well as on shared goals as part of a team;
- Enthusiasm to help clients

**Job Types**: Full-time, Temp to perm
Contract length: 12 months

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Company pension

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Yearly bonus

**Experience**:

- wealth management administration: 1 year (required)

Work Location: In person

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