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Financial Administrator
4 months ago
Financial Administrator
Location: London / Hybrid
Salary: £26,000
Contract: Permanent
Hours: Full-time
Working as part of our team at AAG Wealth Management, an excellent opportunity has arisen for a Financial Administrator.
This role naturally develops into an Associate Wealth Manager and eventually leads to becoming a fully Diploma qualified Wealth Manager with the aid of a robust Training and Development programme, as well as on the job training and client contact.
We are an Appointed Representative of St. James’s Place Wealth Management, and through quality, integrity, and excellence, we are a highly trusted source of advice to clients as their financial needs evolve over the years. We are a fun and friendly company who places high value on their unique culture.
Established in 1995 we provide a holistic approach to Wealth Management. We are currently looking after approx. 2900 clients with about £690m Funds under Management serviced by 18 Wealth Managers (Advisers).
The Role – Financial Administrator:
The position will require an enthusiastic and driven candidate to deliver first class support to our Associate Wealth Managers and Wealth Managers. The role offers the opportunity to develop and learn within the business, with future opportunity to become a Wealth Manager. You must project a professional image and entrepreneurial spirit in both appearance and attitude and provide quality support on time to agreed standards.
Duties include but are not exclusive to:
- Updating Confidential Financial Reviews input/updating
- Letter of Authority processing and chasing
- Oversee incoming funds
- Complete fund switches and send fund switch letters
- Pipeline review
- Respond to Client Inquiries (Technical and administrative)
- Manage workflow through Salesforce and Business Trackers
- Manage Outsourced Letter of Authority Process
- Manage Outsourced Administrative processes
- Continuous development towards AWM role
The Person:
This is an interesting and challenging role that would suit an entrepreneurial, confident, motivated, highly organised, and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
You must have previous experience and must be strong in the following areas:
- Relevant experience in Wealth Management or Financial Services (SJP experience would be a great advantage for the role)
- Willingness to complete CII exams
- Proficient in the use of Salesforce software
- High level of attention to detail & excellent organisation skills
- High standard of written & verbal communication skills
- Highly IT literate, including advanced MS Outlook, Excel, PowerPoint, and Word skills
- Keeps calm when faced with conflicting demands and handles these effectively
- Strong interpersonal skills, demonstrating a professional, proactive and positive attitude
- Ability to work autonomously as well as working on shared goals as part of a team
- Manages time effectively with the ability to multi-task
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 £179bn. 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.
