Wealth Management Administrator
Location: Rawtenstall, Rossendale, (BB4)
Salary: £25,000 - £30,000 dependent upon experience
Hours: Full-Time / Office Based - (Hybrid will be considered for the right candidate)
An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. Jamess Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.
You will be an integral part of a small team managing the business generated by the Advisers using your administrative expertise.
You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.
The Role: Wealth Management Administrator
The role offers variety and challenge, including but not limited to:
1. You will be the Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information
2. Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
3. Carrying out fund switches and financial calculations for clients using specific systems and processes
4. You will need to ensure that bus...