Permanent Jobs in Thornaby on tees%2C england%2C united kingdom
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Shirley Parsons LtdThornaby-on-Tees, North Yorkshire, UKPA / Practice Administrator - Wealth Management
Burgh Recruitment Ltd (Financial Services)Working from home, UK- Permanent
- Permanent
- Permanent
- Quick Apply
PA / Practice Administrator - Wealth Management
Location : Working from Home
Hours : Full Time
Salary : Up to £35,000 depending on experience
Are you an experienced and adaptable PA / Administrator and a self-motivated multi-tasker, who works best when taking responsibility for their own workload?
You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. The company provides bespoke financial advice and services to a wide range of clients.
Your role will be to manage all the day-to-day operations of the business, including :
- Managing appointments and client review meetings, and responding to client emails and managing the CRM system (Salesforce)
- Preparing for Client Financial Reviews and preparing relevant Illustrations and meeting packs
- Issuing and following up on Letters of Authority with clients and third parties
- Submitting and progressing post review actions such as fund switches, withdrawals, changes to contribution portfolios
- You will be managing and collating key data for reports and reviews
- Dealing with enquiries on behalf of the Advisor, always focussing on providing excellent levels of service to Clients
- You will be processing new business and liaising with SJP admin teams
- There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment
To be the perfect candidate for this role you will need :
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 £184.4bn.
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.