Financial Services Administrator
7 days ago
Financial Services Administrator - Wealth Management
Location: London - Hybrid 2 / 3 days per week from home
Salary: Up to £35,000 depending on experience
Are you an enthusiastic Practice Administrator eager for your next role? Could you fulfil a vital support function within a busy office?
You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. SJP are a leading, and highly regarded FTSE 250 Wealth Management company which provides bespoke financial advice and a wide range of Investment and Retirement solutions to a High Net Worth client base.
The Role: Financial Services Administrator - Wealth Management
- Support the day-to-day business operations within the Practice
- Issue Letters of Authority and follow up with third-party providers
- Submit various request such as fund switches, withdrawals, changes to contributions and track progress
- You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
- You will manage and collate key data for reports and portfolio reviews
- Dealing with enquiries and correspondence from clients and providers
- Managing the database of clients and diary management for the Partner and Advisors
- You will be processing new business and liaising with SJP admin teams
- There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment
The Person: Financial Services Administrator - Wealth Management
To be considered for this role you will need:
- Proven work experience as an Administrator within Financial Services or Wealth Management, preferably within a St. James's Place Partner Practice
- Excellent customer service and the ability to build rapport and manage client relationships
- Strong attention to detail and be able to problem solve and think on your feet
- Knowledge and experience of using a CRM, ideally Salesforce
- Good time management and planning skills
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 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 £184.4bn. 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.
-
Financial Planning Administrator
2 weeks ago
London,, UK, United Kingdom Switch Recruitment Services Ltd Full timeOur client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Administrator / Financial Planning Administrator to support one of their highest producing Financial Planners.Candidates will be responsible for providing a technical administration service to the financial planner and...
-
Client Service Associate
5 months ago
London, UK, United Kingdom Jigsaw Financial Full timeRole overview: Develop and manage relationships with independent financial advisers, through market leading service and support. Process client and adviser firms' instructions efficiently, getting them right first time. Focus on personal development and initiatives that continually improve the service to advisers. Job Responsibilities Portfolio...
-
Chartered Financial Planner
1 month ago
London,, UK, United Kingdom Synchronicity Financial Services Full timeOur client is a leading wealth management company who are continuing to grow their London office and looking to add an experienced Chartered Financial Planner to their high performing team.You will have at least 4 years experience advising HNW clients in all areas of financial advice and have proven ability to win new business. There are clients to take...
-
Production/Administration Assistant
2 weeks ago
London,, UK, United Kingdom Carter Murray Full timeJob Advert: Production/Administration AssistantLocation: LondonIndustry: Financial ServicesWFH: Full-time, with 4 days a week in the officeAre you detail-oriented with experience in design and formatting? My Client, a highly regarded UK-based Investment Bank, is looking for a Production Assistant to join their Research department’s Production team. This...
-
Financial Advisor
7 months ago
London, UK, UK, United Kingdom Quilter Financial Advisers Full timeQuilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...
-
Financial Advisor
6 months ago
London, UK, UK, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
-
IT Services Administrator
7 days ago
London,, UK, United Kingdom Victoria College of Arts and Design Full timeCompany: Victoria College of Arts and DesignPosition: IT Services Administrator Location: ONSITE, Canary Wharf, UKSalary: £26K - £35K (Depending on work experience)Employment Type: Full-Time, 9am-5pm (Monday to Friday)***We do not sponsor Visa***Department: IT Reporting to: IT DepartmentKey Responsibilities:Cross-Departmental Communication: Serve as a link...
-
Loan Administration Officer
2 weeks ago
London, UK, United Kingdom CER Financial Full timeBackground To ensure syndicated and uncommitted bilateral loan transactions are processed correctly and in a timely manner, under 4-eye control, in accordance with Head Office rules, regulatory obligations and local procedures. This also include fee processing, nostro reconciliations and associated loans reporting; Daily liaison with colleagues in the...
-
Senior Financial Planning Administrators
1 month ago
London, UK, UK, United Kingdom Chancery Lane Part timeWe are central London based financial planners, running £150m in income portfolios mainly for drawdown clients. We are fiercely independent, conduct our own research inhouse, and need experienced administrators to deal directly with clients within our small team. Responsibility and reliability are key requisites.The salary for the role is from £47,500, and...
-
Senior Client Services Administrator
5 days ago
London, UK, UK, United Kingdom Quarsh | B Corp Certified Full timeSenior Client Services AdministratorWest London - Hybrid, 3 days in office.This role is at the heart of the company and interacts with everyone in some capacity. The Senior Client Services Administrator coordinates and delivers key administration across the full lifecycle of client acquisition and management. Career prospects are flexible. We welcome...
-
Financial Restructuring Associate Director
2 weeks ago
London,, UK, United Kingdom Gambit Search Full timeOur client is one of the most recognised global brands for sizeable cross-border restructuring work. They have teams located across the UK and in major cities worldwide and it is their London team which is on the market for an experienced financial restructuring professional operating at the Associate Director level. The team has an incredible track record...
-
Financial Accountant
2 weeks ago
London, UK, United Kingdom Michael Page Full timeInvestment Bank that provides a range of services to both public and private companies, from equity raising in capital markets, to M&A, debt advisory and private growth capital. Based in London (City area). Description This role supports the business by providing excellent financial insight to aid senior management with decision making and to ensure that...
-
Grants Administrator
5 days ago
London, UK, United Kingdom PROSPECTUS-4 Full timeProspectus is delighted to be supporting the UK’s leading public sector trade union, with over 1.3 million members working in public services, private, voluntary and community sectors and in the energy services. Supporting members experiencing financial and emotional difficulties, they provide confidential advice and support services for members and their...
-
Secretarial Services Administrator
3 weeks ago
London , London, UK, United Kingdom Law Support - DA Solutions Full timeWe are currently recruiting for a Secretarial Services Administrative Assistant on behalf of our US law firm clients. They are looking for someone to provide administrative and secretarial support to the management team on a full-time basis, with working hours of 8:30am-4:30pm. A highly competitive salary is on offer as well as a hybrid working and a...
-
Mortgage Advisor
7 days ago
London,, UK, United Kingdom Quilter Financial Planning Full time1st Financial are one of Quilter Financial Planning’s leading mortgage & protection advice businesses based in West London - W7They are offering an outstanding opportunity for a Mortgage & Protection Adviser to work on an Employed basis with development support available towards a full financial advice role if required.Your duties will include:Provision of...
-
Administrator
2 weeks ago
London,, UK, United Kingdom Illuminate Recruitment Ltd Part timePart Time Administrator / SecretaryPermanent3 or 4 days a weekHybrid Role with 2 days on siteFTE £30,429, per annum. Actual pro-rata salary for 28 hours (0.8) is £24,343.20 and for 21 Hours (0.6) is £18,257.40 per annum.We are working with a small but effective Charitable Trust who provide support to Chartered professionals and their families during times...
-
Financial Data Analyst
4 weeks ago
London,, UK, United Kingdom RCQ Associates - Financial Markets Specialists Full timeA leading securitisation service supplier is expanding its data management team in Canary Wharf. They're seeking a Data Analyst with capital markets experience to join the team, focused on assisting clients with their reporting obligations.They offer clear progression opportunities and a healthy working environment. 2 days minimum is required in their...
-
Mortgage Advisor
7 days ago
London,, UK, United Kingdom Quilter Financial Planning Full timeMortimer Pip are one of Quilter Financial Planning’s leading mortgage & protection advice businesses based in W1 Central London. With a culture fostered by knowledge, integrity and individual creativity, they methodically advise and serve their client base. They are offering an outstanding opportunity for a Mortgage & Protection Adviser to work on an...
-
Training & Competency Supervisor
2 weeks ago
London,, UK, United Kingdom Synchronicity Financial Services Full timeWe ae recruiting for a Level 4 Diploma qualified T&C Supervisor for a highly regarded Chartered Independent Financial Planning firm. This role is responsible for the supervision of financial advisors, working alongside the other T&C supervisors and the wider T&C function, contributing to the progressive development of T&C across the firm. The role focuses on...
-
Client Services Representative
2 weeks ago
London,, UK, United Kingdom CBSbutler Full timeOur client, an accountancy and business advisory services firm is seeking a Client Services Executive to join their team.As Client Services Executive, you will be responsible for supporting the team in the administration of private client and corporate financial planning services. You will help the business process new business and service existing clients....