Wealth Management Administrator / Paraplanner
Wealth Management Administrator / Paraplanner
3 days ago Be among the first 25 applicants
This range is provided by Burgh Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
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Burgh Recruitment run a recruitment portal for St.James's Place Partners - helping them find Support Staff .
Wealth Management Administrator / Paraplanner
Location – Coventry
Hours - Full time, In Office
We have some excellent opportunities for professional and proactive individuals with financial services or wealth management experience to join this well established and highly successful SJP Partner Practice.
You will be joining a fast-paced team offering support to a number of highly successful Financial Advisers.
Dependent on your experience, the roles include providing administrative support or technical expertise to support and assist in various processes, included collating client information, research and analysis, preparing suitability letters, illustrations and reports for client meetings, managing cases to completion, and working with internal processing systems.
The Roles: Wealth Management Administrator / Paraplanner
* You will be a friendly, efficient, and professional point of contact for clients and third parties dealing with general enquiries
* You will be producing compliant financial planning reports for our Financial Advisors/Partners to present to clients
* You will be transacting client investments ensuring supporting documentation and back-office systems are updated
* You will need to ensure that all business is being processed accurately, and client files always remain compliant
* Processing new business applications for all products using bespoke software, liaising with SJP admin teams to resolve any queries
* Sending out letters of authority to companies and chasing up their replies
* Using Salesforce CRM to accurately record all client activity, adhering to compliance guidelines
The Practice will support and fund your training and development, offering the opportunity to progress within the SJP Accreditation framework and to advance your career by taking professional qualifications to achieve the Diploma in Personal Financial Services (DipPFS)
The Person: Wealth Management Administrator / Paraplanner
* You will have previous experience in a Financial Services administrative role, ideally with St. James’s Place (SJP) Partner Practice
* If you have already started studying towards your Diploma it would be an advantage, although not essential
* You should be a highly motivated individual who shows initiative and enthusiasm
* You should have excellent communication skills, are confident in liaising with third parties and can work with total discretion
* You should have strong IT skills and adapt efficiently to new systems
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 £188.6bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Seniority level
* Seniority level
Not Applicable
Employment type
* Employment type
Full-time
Job function
* Job function
Administrative and Finance
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