Wealth Management Administrator
Location - Woking
Salary - £27,000 - £35,000 depending on experience
Hours - Full-time / In Office
We are looking for an enthusiastic Wealth Management Administrator to assist Financial Planners in managing client relationships, handling client queries, processing applications, and supporting financial planning tasks.
Through a carefully structured process, we help clients identify what is important to them and the financial objectives they want to achieve throughout their lifetime.
We offer a comprehensive range of financial solutions from retirement planning to investment planning, providing bespoke face-to-face wealth management advice to individuals, businesses & trustees.
As an innovative and forward-thinking company that is expanding, we are looking to bring on board a Wealth Management Administrator ready to progress in a fast-paced and dynamic environment.
What you will be doing?
* As Wealth Management Administrator you will be part of the team responsible for a variety of different administration tasks to support the Advisers and provide an exceptional level of support to their valued clients
* You will answer the telephone and deal with queries from clients
* Arrange client appointments, preparing portfolio summaries and fund analysis reports prior to meetings
* Liaise with financial services companies to obtain client information and valuations
* Submit new business applications in line with regulatory standards
* The full end to end process involved with a busy St. James’s Place Practice
The ideal candidate:
* You will be a proactive, logical, and driven individual with the ability to use their initiative to help navigate through a wide range of administrative responsibilities
* This is an interesting and busy role that would suit an outgoing and confident candidate who enjoys using their initiative and who has a genuine ‘can do’ working style
* You will have good communication skills and will be highly organised with an excellent eye for detail. You will have strong verbal, written and problem-solving skills
* You will need previous work experience as an Administrator, ideally with a St James's Place Partner Practice in an office support role
* Excellent customer service and the ability to build rapport and manage client relationships
* Strong working knowledge of Excel, Word, and other Microsoft Office Programs
* It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 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 £198.5bn. This business is well established and highly successful.
Please note that this SJP 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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