Wealth Management Administrator - Remote
Location: Bristol / Remote
Salary: Up to £35,000 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
* You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
* You will manage and collate key data for reports and portfolio reviews
* Dealing with enquires and correspondence from clients and providers
* Managing the database of clients and diary management for the Partner and Advisors
* Processing new business and writing basic suitability letters
* Specific training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment
The Person: Wealth Manag...