Solasta Wealth Management is a well-established and highly successful Wealth Management practice providing bespoke face-to-face financial advice to individuals and businesses throughout the UK. As an appointed representative of St. James's Place Wealth Management, we pride ourselves on delivering exceptional service and tailored solutions to meet our clients' needs.
As an Administrator at Solasta Wealth Management, you will play a vital role as part of our fast-paced team. You will be responsible for efficiently managing the work generated by the Practice Manage, offering support as required.
The Role: Financial Services Administrator
We are currently seeking an Administrator with financial planning experience to join our team. The successful candidate will serve as the main point of contact for enquiries, providing essential support to the practice and offering technical and analytical assistance to the office team. This role entails working directly with the Practice Manager and other staff members to ensure efficient, accurate, and compliant operations within our highly professional environment.
Your duties will include:
Assistant
- Work closely with the Practice Manager and office staff to manage various aspects of office operations.
- Manage the Partner's diary efficiently, scheduling appointments and meetings.
- Handle phone calls professionally, addressing client queries and relaying messages promptly.
Administration
- Assist in scheduling client meetings, preparing meeting materials, and confirming attendance in advance.
- Provide administrative support, including sorting mail, filing documents, and maintaining client records.
- Learn and proficiently use Salesforce CRM system for business workflow and client onboarding
- Prepare client files for review meetings and provide regular status updates to clients.
- 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
- Issuing letter of authorities (LOAs) to providers
- Telephone liaison with Administration Centres and External Providers, chasing financial institutions to provide requested information
- Drafting and proof-reading documents, including client correspondence.
- Creating and updating client records and our databases with financial and personal data
- Reading policy information and inputting into the Salesforce CRM
- Handle routine account maintenance tasks, such as address changes, name changes, beneficiary updates, withdrawals, ensuring accuracy and compliance with regulatory requirements.
- Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
- Manage the compliance requirements of the business - Ensure Client files are fully compliant
- Send daily emails to the Practice Manager with task updates
- Type up client meeting notes
Full training will be given and there is the opportunity to progress within the SJP Accreditation Framework
The Person: Financial Services Administrator
Skills and Experience:
- Highly motivated, with a great work ethic
- Ability to work under pressure and meet deadlines
- Committed to delivering first-class service
- Resilient personality
- Accountable for own actions
- Self-motivated and willing to work at times in isolation and as part of a team
- Demonstrate a can-do attitude, flexibility, and adaptability to meet the dynamic needs of our clients and team
- Pay exceptional attention to detail in all aspects of your work, ensuring accuracy and compliance with regulations.
- Present excellent communication skills, both written and verbal, in delivering professional and courteous service to clients.
- Possess strong organisational skills to effectively prioritise tasks and manage multiple responsibilities simultaneously
- Accurate typing and proficient use of Microsoft Office suite, including Outlook, Word, and Excel.
- Previous experience within a administrator role
In return we offer:
Opportunity to work for a growing company at the start of its expansion
Company pension
Friendly and positive working environment.
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.