Wealth Management Administrator

Wealth Management Administrator

Location: Elstree

Salary: Highly Competitive with excellent benefits and bonus
Hours: Monday - Thursday in office / Friday work from home (9.00am - 5.30pm)

Working as part of the team at an Appointed Representative of St. James’s Place Plc.

You will be part of a fast-paced team managing the work generated by the Partner and offering support as required. This business is well established and highly successful. You will be employed by the Practice.

The Role: Wealth Management Administrator

• Dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
• Compiling detailed reports and portfolio reviews using key data
• Dealing with enquiries and correspondence from clients and providers by email and phone
• Managing the database of clients and diary management for the Partner and Advisors
• Processing new business applications for all products using bespoke software, liaising with SJP admin teams to resolve 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
• Producing high quality client correspondence using templated software

You will need some relevant, previous experience to undertake this role, but 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 Management Administrator

This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a 'can do’ working style.

• You will have been working in Financial Services for several years and have good all-round knowledge which you are looking to expand and develop
• You have excellent IT and communication skills, are highly organised and can make decisions
• Ideally, you have used the CRM Salesforce
• You are a self-starter and able to work with little or no supervision, meet deadlines and prioritise your workload effectively
• You will understand the importance of getting things right first time, so your attention-to-detail is key in this role
• A relevant qualification, or progress towards the Level 4 Diploma would be an advantage but is not essential.

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 £157bn.

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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