Location - London / In Office
Salary: £18,000 pa + pension + discretionary bonus
Hours: 9am - 5pm, 3 days per week (Tuesday, Wednesday, Thursday)
Benefits: 17 days holiday + your Birthday off + Bank Holidays + a Personal Well Being Day
Are you an enthusiastic Wealth Management Administrator who could fulfil a vital support function within a busy SJP Partner Practice?
The successful candidate will be responsible for providing administrative support as part of the team at a highly respected Appointed Representative of St. James’s Place Plc.
The Role: Wealth Management Administrator
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* You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
* You will be a point of contact for clients and third parties dealing with both general and technical enquiries
* You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections, and valuations, including any compliance documentation
* You will be responsible for managing Salesforce and keeping all client details up to date
* Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios
* Tracking the Business Pipeline, providing regular updates to both Clients and Advisers.
The Person: Wealth Management Administrator
To be considered for this role you will need:
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* 1 - 2 years' proven work experience as an Administrator within a St James's Place Partner Practice
* Excellent customer service and the ability to build rapport and manage client relationships
* Strong attention to detail and be able to problem solve and think on your feet
* Good time management and planning skills
* 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 £220.0bn. 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
Salary description
£18000.00 - £18000.00 per year