Wealth Management Administrator
Location: Wrington, North Somerset
Salary: Highly Competitive + Bonus
Hours: Full time
An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James's Place Partner Practice, based in a stunning semi-rural setting, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.
You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.
The Role: Wealth Management Administrator
The role offers variety and challenge, including but not limited to:
- Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice.
- You will be a critical part of the team who clients and third parties go to for dealing with general enquiries and chasing providers for funds and information.
- Maintaining accurate client information in iBusiness/Salesforce and other CRM systems and updating client Confidential Financial Review records as required.
- Carrying out fund switches and financial calculations for clients using specific systems and processes.
- Submitting new business and fund transfers using bespoke software.
- Ensuring the preparation of investments is carried out in an efficient, timely and accurate manner that meet compliance requirements.
- Ensuring clients receive regular updates of their investments, setting up the clients' annual reviews and producing performance reports and investment summaries.
- Completing simple, shortened suitability letters and other templated compliance reports and documentation.
The Person: Wealth Management Administrator
- This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a 'can do' working style.
- You have been working in Financial Services for several years, ideally for a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop.
- You have excellent IT and communication skills, are highly organised and can make decisions.
- Ideally you will have used the Salesforce CRM system.
- You are a self-starter and able to work with little or no supervision.
- Most importantly, you are confident in dealing with Clients and third parties with total discretion and with the highest standards of integrity.
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 £181.9bn. 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.
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