Wealth Management Administrator

Wealth Management Administrator

Location: Barlborough, S43Salary: Highly Competitive + BonusHours: Full time or Part time / Hybrid working pattern availableAn excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James's 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 great 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 AdministratorThe role offers variety and challenge, including but not limited to:

• Diary and email management
• Arranging appointments
• Client communications by telephone and e-mail
• Preparing letters, presentations, and reports
• Managing incoming and outgoing post
• Assisting the Partner with marketing administration
• Preparing all documentation for the Partners meetings and ensuring client information is recorded accurately
• Dealing with third parties on a daily basis and managing the pipeline of business through the Practice

You will have an initial period of training to learn new processes and skills, which will provide you with a solid foundation for a career within a Financial Services Practice.The Person: Wealth Management AdministratorThis is an interesting and challenging role that would suit a confident, resilient, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style.You will have:

• Office Administration experience, perhaps in Financial Services
• Ideally you will have used the Salesforce CRM system
• Excellent communication skills (both verbal and written)
• Great rapport-building skills and want to go the extra mile when dealing with clients
• Excellent organisational skills, and be a self-starter
• The ability to prioritise conflicting demands and deadlines
• The confidence to deal with third parties and can work with total discretion
• Attention to detail to ensure production of accurate and timely documents
• Career aspirations to grow with this Practice.

St. James's Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 GBP157bn. This practice 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.

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