Wealth Management Administrator
Location: Leeds
Salary: Up to £32,000 per annum, depending on experience
Are you an enthusiastic Wealth Management Administrator looking for your next role? Are you looking for a role where going above and beyond is your passion?
You will be a key member of the team at a highly respected Partner Practice of St. Jamess Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.
The company fosters a professional environment where the whole team collaborate and share their knowledge to deliver an unrivalled level of service to their clients.
Your Role: Wealth Management Administrator
1. You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
2. You will manage and collate key data for reports and portfolio reviews
3. Dealing with enquires and correspondence from clients and providers
4. Managing the database of clients and diary management for the Partner and Advisors
5. Processing new business and writing basic suitabil...