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PA / Practice Administrator - Wealth Management

PA / Practice Administrator - Wealth Management

Burgh Recruitment Ltd (Financial Services)Working from home, UK
10 days ago
Job type
  • Permanent
  • Quick Apply
Job description

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 :

  • Proven work experience as an Administrator within Wealth Management, preferably at a St. James's Place Practice or from an IFA setting
  • 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
  • The adaptability and resourcefulness to work remotely
  • 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 £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.