Job Description
We are looking to take for a Wealth Management Team Leader to join our clients team based in Esher, Surrey. You will be joining a Partner Practice of St. James Place and will help to lead and oversee the administrative support to the business. One of your main duties will be to help maintain existing business with current clients, whilst also helping to grow the business and bring new clients on board.
Responsibilities:
· Proactively managing the administration team whilst assisting Advisory and Tech with more complex and senior administrative tasks
· Monitoring, delegating and/or overseeing all incoming workflows whilst maintaining timely, accurate and compliant data logs using SJP systems
· Management and monitoring of the administration mailbox and work queue, associated task review and allocation of work as appropriate
· Proactively monitor work levels, team capacity and pipeline work to ensure adequate resource is in place when required
· Working compliantly and within SJP advice parameters at all times, ensuring that the company is kept up to date any with key process or policy changes
· Identify any new training and/or knowledge gaps and research solutions to address the same
· Ensuring all client-facing tasks are handled with professionalism and key work is peer checked for accuracy and quality control purposes
· Conduct weekly team meetings to run through active cases and WIP, tracking the progress of tasks across the team, and ensuring that any concerns, deadlines and/or complex cases are closely monitored
· Taking ownership of more complex work and/or assisting the team with general tasks to meet business needs including (but not limited to) submitting fund switches, business processing, completing trust forms, cashflow modelling, high value client withdrawals, presentation documents, post review meeting work, report prep and other work as may be required by Advisory
· Conduct fortnightly 1:1 meetings with team members to ensure open and honest communication with regular feedback on performance (if required)
· Providing additional support to the Leadership team, when required
· Assisting with general office based tasks when required including office based purchases, monitoring IT equipment distribution and ensuring all incoming post is dealt with efficiently and promptly
· Using all SJP systems including Salesforce, iBusiness, My Practice, SJP House, FSS, DocuSign, FE, Voyant and AdminLink (full training to be provided)
· Liaising with all internal team members, clients and third parties (verbally and in writing) in a professional and polite manner
· Adhere to FCA, Anti-Money Laundering and GDPR protocols at all times
· Liaising with Admin Centre and wider SJP support departments when required
· Drafting correspondence, documents and other client facing comms or campaigns as may be required from time to time
Knowledge and experience
- Previous management experience and/or Strong operations background at supervisory level;- Experience in an office support role in financial services or related sector;- Knowledge of relevant regulation and legislation;- Is proficient in Microsoft office, Outlook and CRM systems - Previous experience working within a Partner Practice of St. James Place- Salesforce knowledge/experience
If you are interested in this position then please submit a copy of your CV to Josie at Artemis Recruitment.